Home

InLoox PM 7

1. 31 01 06 02 2011 7 246 00 aa 24 01 30 01 2011 1 151 00 ae Ratio 6 30 Analysis 2011 CAUS Op 4 KB Concept Assesss 1 Assessment S6 Mic 8 KB T For more information on how you can find the Documents page and for more detailed information on the topic please see Work with the document list Direct mailing Now you can send your project documents directly from the InLoox PM documents folder as e mail Mark the respective document on the Documents page in the list Then click Send as E mail on the Edit tab in the Documents group Choose whether you want to send the document or the documents as Link s or as Document s Then you can add the recipient of the e mail and if you like additional text and you can distribute the document as an e mail 135 InLoox a TP For more information on how you can open the Documents page and on the topic please see Work with the document list One stop document management The InLoox PM document list now offers a current overview of all project documents and document links in use So you can navigate directly from the document list to the linked mind map planning or time tracking element or open the related project document directly from the element Drag a column header here to group by that column Type identifier gt es Planning Activity Correction phases Open Planning Activity Credits Damone
2. 09 00 Duration for each activity 1 10 0 Days Hours Minutes pt Resource s details Notification fone Work amount For each resource Equally split to all resources o Define the start date time for the project planning o Define the duration for each activity 3 Inthe Copy Mind Map dialog box in the Resource s details area perform one of the following actions TP This area is displayed when you have assigned resources to the mind map For more information on how to assign the work packages see Add resources to the node o Choose one of the notification types in the Notification drop down list TP For more information about the different notification types see Add resources o Define the work amount for the resources The workload can be allocated as follows Workload is applied for each resources All resources will have a capacity utilization of 100 percent Workload is equally split to all resources The total workload will be distributed equally to each resource 4 Click OK Planning Work with the planning InLoox PM facilitates to edit your project planning in a time saving way Find out more about the features on the InLoox PM Ribbon that allow you to create and edit the planning 54 InLoox X Article content Edit planning elements via the InLoox PM Ribbon Adjust the planning view Edit planning elements via the InLoox PM Ribbon In the project on the Start tab click Planni
3. Edit projects Allows adding changing and deletion of all planning elements of a project TP For more information about time tracking see the category Time tracking Edit Planning Prerequisite Edit projects TP For more information about planning see the category Planning Allows adding changing and deletion of all time Sa tracking entries of a project it time PEE tracking Prerequisite Edit projects Edit own time tracking entries Allows adding changing and deletion of own time tracking entries of a project TP For more information about a time tracking entry see Create and edit a time tracking item Prerequisite Edit projects Edit time tracking without time limit Allows adding changing and deletion of past time tracking entries of a project TP For more information about time tracking see the category Time tracking Prerequisite Edit projects Edit documents Allows adding changing and deletion of all documents in the document list of a project Prerequisite Edit projects 194 InLoox X TP For more information about documents see the category Documents Edit budgets Allows adding changing and deletion of all budgets and budget assets of a project TP For more information about budgets and budget positions see the category Budgets Prerequisite Edit projects books Delete projects Del
4. TP For more information about the group purchasing costs see Create and edit groups Actual expenses from the budget page except actual expenses time tracking Actual ee eee Method Budget documents of actual expenses type are totalled and or cumulated by record time Actual revenues from the budget page Actual revenues Method Budget documents of actual revenues type are totalled and or cumulated by record time 122 InLoox X Chart type expense vs revenues The chart type Expense vs revenues displays the ongoing comparison between the amounts in management planning and budgets pages The list represents you all amounts cumulated by revenues planned revenues actual revenues and expenses planned expenses actual expenses time tracking actual expenses Element Description Planned expenses resources Expeneses of all activities from the planning page They include the resources with recorded working time Method The total work time of all resources is multiplied by the group purchasing costs TIP Eor more information about the group purchasing costs see Create and edit groups Planned expenses other All planned expenses from the budget page Method Budget documents of type planned expenses are totalled Planned revenues All planned revenues from the budget page Method Budget documents of type planned revenues are totalled
5. InLoox X 2 5 or add a new one via the InLoox PM options For more information see Generate and edit groups In the Basic information area you can also define that this planning element is supposed to be an activity not a milestone Deactivate Item is a milestone check box In the Highlight area select from the Flag drop down list a color to mark the milestone in the planning list You can also select the color to mark the milestone in the Gantt chart by clicking Color In the Date time area define its completion date and dependency regarding other planning elements Unlike an activity a milestone has no duration The current date will be set by default in the new project 1 Select Standard as a calendar or choose a user defined working time calendar from the list in the Calendar box TP For more information on how to set working times or create a new calendar see Create a working time calendar 2 Inthe Constraint box define the constraints for the dependency between planning elements Choose between Start or End 3 The constraint As soon as possible is set up as default value for the Start and As late as possible for the End InLoox PM will automatically displays the calculated date on the Date time area 4 Choose below if you want to set your own date and the constraints In the drop down list choose between On No earlier than No later than TP For more information about the dependency and constraints see C
6. Now you can select several elements in InLoox PM such as milestones activities documents and time tracking entries and edit them at the same time Click therefore on the first element that you want to edit Keep the CTRL key on your keyboard pressed and click the other elements that you want to edit at the same time Then right click to open the context menu and select Edit from the list Now you can edit the selected elements at the same time 124 InLoox X Credits Sponsors Implementation Correction phases E 3 Product launch P Copy Internet presence f Paste Information brochur 7 Done Advertising material ae La Add Workpackage Improved custom fields The custom fields now look and feel like standard program fields User defined fields are no longer displayed as a list and allow direct input Ep Custom Advance 67 percent M TIP Find out more at Create custom fields Planning Article content Constraints Dependencies Backward scheduling Skill management Undo and redo Individual working time calendars 125 InLoox X E Individual color settings Import of Microsoft Project 2010 files Filter sort and group Edit in the line Quick selection of resources Constraints In InLoox PM 7 you can set time constraints for activities and milestones in your project plan such as B Timeframe 10 31 2011 8 00 AM 11 2 2011 12 00 AM a Calendar Standard ly Duration 2 Work days
7. Planned expenses other All planned expenses from the budget page Method Budget documents of planned expenses type are totalled and or cumulated by group Planned revenues All planned revenues from the budget page Method Budget documents of planned revenues type are totalled and or cumulated by group Planned margin Variance between planned revenues and planned expenses planned expenses resources and planned expenses other Method planned revenues column minus planned expenses resources column plus planned expenses other column Actual expenses time tracking Actula expenses time tracking from the budget page Method Actual expenses time tracking are calculated automatically Time tracking items from the time tracking page multiplied by the group purchasing costs cumulated by group TIP Eor more information about the group purchasing costs see Create and edit groups Actual expenses other Actual expenses from the budget page except actual expenses time tracking Method Budget documents of actual expenses type are totalled and or cumulated by group Actual revenues Actual revenues from the budget page Method Budget documents of actual revenues type are totalled and or cumulated by group Actual margin Difference between actual revenues and actual expenses actual expenses time tracking and actual expenses Method actual revenu
8. Recetve Folder 3 Once you have selected a field e g Category or Closed and a filter operator e g Equal or Contains you can enter a text in the field behind the filter operator e g marketing and press Enter InLoox PM filters the projects by the selected criteria e g category equal NOTE If you don t see the filter row then it was hidden Right click and choose in the context menu Show filter in order to display it Copy and delete projects You can copy or delete the projects in the project list The description below explains how to do it Article content Copy a project Delete a project Copy a project 1 Click Projects in the Outlook Ribbon to switch to the InLoox PM project list 26 InLoox X 2 Choose the project from the project list that you want to copy 3 Use one of the following actions to copy the project o Copy with the keyboard shortcut STRG C o Copy with the context menu by right clicking on the project Choose Copy from the list o Copy via the Copy button in the group Actions on the Home tab in the InLoox PM Ribbon 4 Paste the marked project by using one of the following actions o Via the keyboard shortcut STRG V via the context menu or via the Paste button in the group Actions on the Home tab in the InLoox PM Ribbon NOTE Please choose another project number for the copied project in order to edit it See Set a project name and a number for more information Delete a proj
9. Reports Monday 08 00 16 00 Z Outlook emails Tuesday 08 00 16 00 v Contact management Wednesday 08 00 16 00 v Custom fields Thursday 0800 1600 A Project locks Friday 08 00 16 00 a License key _ Web App options User settings Ch Days Off san Christma 24122011 Edit Delete l Papot a A Working Day One working day contains 8 gt hour s OK cancel Appin He TP For more information please see Set a working time calendar Individual color settings Now you can highlight planning elements in the planning in user defined colors e g to mark departmental responsibilities or to highlight priorities Select therefore a planning element from the planning and click Color Ce hin the Highlight group on the Edit tab The planning element is then displayed in the selected color in the Gantt chart 129 y E InLoox XxX TIP Eor more information on how to customize the view of your planning please see Work with the planning Import of Microsoft Project 2010 files With InLoox PM 7 you can exchange project plans between InLoox PM and Microsoft Project 2010 So you can generate or read Microsoft Project 2010 files directly in InLoox PM gO Computer gt Local Disk C Projects Organize v New folder gt F it Name B a __ Media Consulting 2011 0012 mpp Downloads Z Recent Places T Libraries Documents a Music lime Pictures BB Videos I Comouter mm se Filename Media Co
10. cccceeeseeeeeenneeeeeeneeeeeeenaeeeeeeaeeeeeesaeeeeeesaeeeeeseaeeeeeesaeeeeseneeeesenaees 161 Manage the work package VICW cccceeccceeeesceeeeeeeeeeeeneeneeesaaeaeeeeaaeeeeesaaeaeeesaseseeesseaeeeseeeaeeeseeeaeeetnaes 164 Set up the work package refresh interval ccccccccssscceeseseeeeseeneeeeseseeeeseeeeeseceaeeeeseseeeeseseeeesssnaeeess 167 FOSOUICES nai a LA ei eet aise eee eee a eae 167 Work witht TO SOUC OS inssin RE sens cds E ONO eal eee ee ener 167 Change the colour scheme of the reSOUICES cccceeeeeeeeeeeeeeceaeeeeeaeeseaeeseseeeseaeeeeaeeseaeeseeeeseaeeseneeeees 170 Work with the workload diagram ecceeeeeeeeeeeteeneeeeteeneeeeeeeaeeeeeeaeeeeeeaeeeeeeaeeeeeeaeeeesenaeeeeeenaeeeenenaees 170 Interaction between InLoox PM and Outlook elements cccccceeeceeeeneeeeeeeeeeeeeseaeeeeeeeeseaeeseeeeeeaeeseeees 172 Quick access panels for tasks and calendar cccccceceeceeeeeeeeeeeeeeneeeseaeeseaeeesaeeseeaeeseaeeseaeeeseaeeseneeeees 172 Quick access panel for CONTACTS s02 iececavsedevesee cx ladeeed tees eee an eh iaoi aaia aa Aaaa eaaa a aE Shaa 174 Quick access panel for E mails cccccceceeceneeeeneeeeeeeeeeeeeeeeeeeceaeeeeeaeeseaeeseeeeeeaeeseaeeseaeeseeeeteaeeseneeenes 175 Customize email templates cccccceecceceeeeeeeeee cece eeeaeeceeeeeeeaeecaeeseeaeeseaeeseeeeeseaeesseaeeseaeeseeeeseaeesseeeenes 176 Add Outlook elements to INLOOX PM ccccccceceeeeeneee
11. e Non working times are colored in grey e InLoox PM allows you to start your planning earlier than the project start and to finish it later than the project end In both cases the planning for this time period is colored in red Keyboard shortcut CTRG N Create a new activity CTRG N Create a new milestone CTRG A Select all planning elements CTRG C Copy a planning element into the clipboard CTRG V Paste a planning element from the clipboard to the Gantt chart CTRG arrow to right Moves the selected element to right CTRG arrow to left Moves the selected element to left CTRG arrow upwards Moves the selected element upwards CTRG arrow downwards Moves the selected element downwards Mark the last element in the project plan arrow downwards Creates new planning element Insert Inserts new planning element 59 InLoox X Description of the symbols W lt 3 Q Description A check mark shows that the element is marked as completed An alert shows that the element is already overdue and has not been completed yet A flag is used to highlight specific elements The symbol resource shows that resources have been assigned to the element The symbol resources have finished work shows that all resources assigned to the element have completed their tasks A paper clip shows elements to which documents are linked The calendar symbol if constraints have been set for the respective planning
12. 00 00 4 Hours Minutes Schedule Finish X As lateas possible No earler than a 11 2 2011 az 12 00 aw EE Then InLoox PM 7 integrates the respective planning element according to this specification in the project planning TIP For more information on constraints please see Create planning element dependencies Dependencies With dependencies you can define logical relationships between planning elements and therefore use methods of the network planning InLoox PM 7 offers the following dependencies Dependency Example End to Start a n Start to Start p End to End OB eee m Start to End EE TP For more information please see Create planning element dependencies 126 InLoox xX NOE Slack InLoox PM 7 indicates how far you can postpone a planning element until this affects the planned duration of your project To display the slack click in the planning on the View tab in the Details group Display Slack aa The slack for each planning element is then displayed directly in the Gantt chart T SB ceas 08092011 3009201 cohn O o TS amp sponsors 08092011 3009201 2500n pap Implementation 08 092011 29 09 201 sol 88 Lags Now you can use positive and negative time lags between planning elements in your project planning So you can easily depict overlaps in time of planning elements as well as lead and waiting times TP For more information please see Create dependencies be
13. 207
14. Planning Activity Media analysis Price list e Mindmap Node Finance T Project O 6 Action Business lunch TA Protocol 6 Action Briefing a y Larsi Standard Links Custom TP Eor more detailed information on this topic please see Create and edit a document and the respective help categories Budgets Improved Budgeting Now you can see in detail which automatic planned costs for planned resources are included in your project budget Yet another improvement is the possibility to decide whether you want to include all budget positions or only selected positions into your project billing 136 wae InLoox Xx Budget Positions I S e Budget Positions All Positions Drag a column header here to gro Selected Positions Post Sortde tongde unt Quantity Price p Amount sbi Bited 1 Experse Assembl hours 48300 4000 19320 VY m 2 Experse Overvie hours 100 4000 4000 D o 3 Experse Discuss hours 125 40005 5005 p o TP Eor more information please see Budgets Reports Create a report At the push of a button the highly flexible report designer issues reports such as project summaries budget lists expense reports and plan actual comparisons in a variety of file formats like Microsoft Excel Microsoft Word HTML PDF and many more 1 Click Projects on the Outlook Ribbon to switch to the InLoox PM project overview NOTE In Outlook 2003 2007 click InLoox PM Folder in the InLoox PM T
15. TIP Eor more information on how to create a planning see Create and edit an activity and Create and edit a milestone InLoox PM changes the activity above to a summary activity 65 a InLoox X iA A aan 4 ae 4 3 Delete Print Done Fix Synchronize Terms Commo Mon 21 December 21 t Name Start date End date Is critical 12004m 12 Group A 12 21 2008 12 21 2009 Critical NOTES e The activity which is to be changed to a grouping must not contain any links or dependencies e The time period for the grouping is automatically adjusted to take account of items at lower levels Edit a summary activity To edit a summary activity proceed as follows 1 Right click on the selected activity and click Edit in the context menu For more information on how to create a project see Create a project 2 Inthe Edit Summary Activity dialog ox do one or more of the SHE wing Progress 0 done o General information on the summary activity on the Standard tab 66 InLoox X 1 Inthe Basic information area in the Name field type a name for the summary activity 2 Inthe Highlight area select from the Flag drop down list a flag color to mark the summary activity in the planning 3 Inthis area you can also select the color to mark the summary activity in the Gantt chart by clicking Color ui 7 4 Inthe Status area define the progress or select the done check box to display the processi
16. and edit am ACU ity sissien diurai a eaaa aaa aa a aaa aa 60 Create and edit a milestone cecceeeeee cence cence eeeeeeteneeeseneeeaeeseaeeesaaeeeeaaeesaaeeseeaeeseaeesseaeeseaeeeeeaeeseeees 63 Create and edit a summary ACTIVILY ce cee ceceeeeteteeeeeeeeteeeeceaeeeseaeeeeeaeesaeeseaeeeeeaeeseaeeeseaeeseeesseaeeteeees 65 Create dependencies between planning CleMent cccccececeeceeeeeeeeeeeeneeeeeaeeseeeeseaeeseeeeteaeeteeees 67 Backward scheduling eisicf eens exedeceieyseeptanectied NE gests deaereees erent 70 FROSOUICCS iassic seasnhs baticbederveceretatecots eyeing ivan ee dee dats cake E a detects 71 Add TOSOUNCCS eonia ce tals sande Cans Eni AEE a EMM e at sedi E cendaady A 71 ASSIGN SKIIIS 10 FESOUPCES eiin a iae be cecuy a EES AAEE vey EE EEO siento ineds 73 Call up and Manage resources ccceeececeeceeeeeeeteaeeeeeneeceaeeceaeeeeaeeseeaeesaaeeseaeesseaeesnaeesseaeeseeeseeneeseeees 74 Add GOCUMBING csser avte te rie nE EE ATER EEA N ETSAN 75 Show the eriticall pathi siisii a eia aaa Aaa AEAEE Aada 76 Set a Work time calendar ses 2 caidas ches esa aniei e a Ea ea aaa a a eraa AE aAA a a aaa a EREE ASEA aE EE 77 Setdays Offiserien iienaa e aaea aaee Aaaa Se aa aaa Taan Saane a aa N Ee eaaa aa a AERA 78 Planning templates societies ineen eree SEE eect ene E EE EEE TE EEEE EE EEEN E NEE 79 Import a planning tem Plate sosoran on EARS E E aA S E A 79 Save a planning template assesses chenees cies reada aa ed eaae e
17. ar Sticky Notes QR Snipping Tool Eg Windows Fax and Scan gt All Programs 10 EE p a InLoox Xx Or from your taskbar Open InLoox PM by clicking the InLoox PM tab in the Outlook Ribbon 3 Then click Projects in the Common group on the InLoox PM Ribbon 4 Click New Project in the New group to enter the basic data for your first project with InLoox 5 Complete the displayed Management form with your project data 11 i ae InLoox X Ribbon Toolbar Work with the InLoox PM Ribbon Click the InLoox PM tab in Outlook to display the InLoox PM Ribbon The InLoox PM Ribbon is designed to help you to quickly find the commands and views you need to handle your projects Commands are organized in a way that you can quickly switch between different views and features 12 InLoox X n File Home Send Receive Folder View InLoox PM 7 ab a E m a xoja o a Qdo L Projects Recent Addto Projectlist Dashboard Timeline Time Resources Contacts Archive More Report Stop Hide Log Projects Project Views Watch Workpackage List on as Common Views Reports Extras On the InLoox PM Ribbon you will find the following commands and views e Recent projects displays a list of the projects you opened recently organized by the project numbers InLoox PM saves ten projects maximum in this view Click one item to open a project e Add to project Add Outlook elements such as emails tasks or calendar e
18. information about activities time tracking entries budgets and documents Double click the respective element in InLoox PM and select the Details tab in the dialog box There you can enter notes and format them as you like 133 InLoox xX m Edit Activity coe Standard Details Dependency Resources Documents Custom b B A See me e asa yN Sse Recruit interns for this activity 30th November 2011 at the lat F Advanced a Summary activity Finanang WBS code Location TP For more detailed information please see the respective help categories Time tracking Time tracking with the stop watch Record your own time efforts with the integrated stop watch to the minute Afterwards you can post the working time directly to the respective project You find the stop watch on the InLoox PM Ribbon on the InLoox PM tab in the Extras group InLoox x 01 15 Pause Reset Timer On Project 134 m InLoox xX Documentatio Article content Document preview Direct mailing One stop document management Document preview InLoox PM 7 offers a preview of documents and images with an installed preview handler Click on the Documents page in the document list the line of the respective document You find the document preview in the window on the right Drag a column header here to group by that column Fiename Foiser Type _size Retated Object J s6 7 Campai
19. options 2 In this dialog box click Contact management On the right side there is the Contact management area Options xn General options Panuiesions ha Contact management Pemssions More options Mind Map Planning J Enable InLoox PM contact management Documents Budgets Reports Outlook emails Activate this setting for enable the InLoox PM contact management Create new inLoox PM contacts and contact authentication with the InLoox PM contact management le Cortact managemert Activate the Enable InLoox PM contact management check box Click OK or Apply Restart your Outlook Now you can see the Contact button on the InLoox PM Ribbon in the InLoox PM tab in the View group oP w TP For more information on how to create a new contact or to edit one see Add a contact 154 InLoox X Add a contact The InLoox PM contact manager gives users the possibility to create an InLoox PM contact for each project member even if they are not available as Outlook or Exchange contacts You can save the InLoox PM contacts and edit the information about people and organizations you communicate with The procedure of creating and editing is the same 1 2 On the Outlook Ribbon click the InLoox PM tab On the InLoox Ribbon in the Views group click Contacts NOTE In Outlook 2003 2007 click InLoox PM Folder in the InLoox PM Toolbar and then Contacts in the InLoox PM project list
20. you declare that you agree with this Agreement as a natural person and legal entity If you do not agree with this EULA you are not entitled use the Software 1 Validity of the Terms of Agreement 1 This End User License Agreement EULA is concluded between you hereinafter also referred to as Customer and InLoox GmbH hereinafter also referred to as InLoox The licensing purchase of Software and obligations precedent to the Agreement shall exclusively be subject to the Terms of Agreement unless otherwise agreed We exclusively refer to the regulations of the General Terms of Business of InLoox which are integrated into this Agreement and form an essential part of it The Customer confirms that he has taken note of the General Terms of Business of InLoox The regulations of the General Terms of Business are extended and or supplemented by the objective License Terms of InLoox with regard to the use of Software and other software specific regulations and the corresponding rights and obligations In case the General Terms of Business of InLoox deviate from this Agreement or if they are inconsistent with it these License Terms shall prevail 2 InLoox licenses sells the enclosed Software to the Licensee Customer exclusively on the basis of the License Terms hereinafter In case you do not agree with these Terms do not open the package or seal of the Software refrain from installing the Software click on the No button of the i
21. 42915005 1344500 1525008 In the table you will see the figures cumulated by Group TP For more information about groups see What do the fields and chart types of the budget overview mean Control budgets Check the totals under the columns Actual expenses time tracking Actual expenses other Actual revenues and Actual margin Budget overruns are highlighted in color making it easy to identify unplanned additional expenses If the line is marked in red the negative result is expected Use the views to control more projects simultaneously 1 Click Projects on the Outlook Ribbon to switch to the InLoox PM project list NOTE In Outlook 2003 2007 click InLoox PM Folder in the InLoox PM Toolbar 2 Inthe InLoox PM tab in the View group click More Views 3 Inthe drop down list choose the saved view e g project controlling As a alternative you can use also Choose fields for the project controlling TIP For more information see Generate personalized views Export the report to Microsoft Excel ON Click Reports tab In the Reports group in the gallery view click Budget Overview In the Print Options dialog box choose settings you want e g Excel as an issue format TIP For more information on how issue a report see Create a report Click Start Choose whether you want print save or send the document per email 117 InLoox X Graphical overview 1 Open a project with the existing budget TIP For
22. 9 Gordon Newman 25 01 2011 0358 25 01 20 alternatives 2 Perform one or more of the following actions o Create a new entry In the New group click New Entry In the Add to Project dialog box choose a project from the list and click OK In the New Entry dialog box fill out the fields TP For more information see Create and edit a time tracking entry o Open a project Choose an entry from the time tracking list and click Open Project in the Actions group 147 InLoox X o Edit an entry Choose an entry from the time tracking list and click Edit in the Actions group In the Edit Item dialog box make the changes you want TP For more information see Create and edit a time tracking entry o Create Reminder Choose an entry from the time tracking list and click Create Reminder in the Actions group TIP For more information see Create a reminder o Print the time tracking view Click Print to start the quick print feature of the time tracking view TP For more information about printing see General features and printing of the project list in the Print in the project list o Search for the entries by using a filter In the Current View group click Show Filter Inthe Edit Filter dialog box choose between All actions and Entries matching By clicking Entries matching define the filter criterion and activate the corresponding check box The available criteria are Date between Performed by Group Click OK In the Tim
23. A further liability of InLoox is excluded 4 Should the liability for damages on the part of InLoox be excluded or reduced this shall also apply with regard to personal liability for compensation for damages on the part of its employees representatives and persons employed in auxiliary tasks 5 The right to contest the charge of contributory negligence remains open to InLoox It is pointed out to the Customer that within the framework of his obligation to exercise diligence before using the Software for the first time he must test whether the installation of the Software might lead to particular interference with pre installed software and that he must further ensure back up of his data before the first installation as well as during the course of operations and in the case of a suspected fault in the Software that he implements all additional reasonable measures required for security 6 The statute of limitation for claims of the client who is not a consumer is one year as of the statutory commencement of the limitation period 7 The conditions of this paragraph apply mutatis mutandis to component manufacturers of the Software 8 Software Updates and Upgrades At the sole discretion of InLoox users may be provided with updates and upgrades to the Software InLoox retains the right to provide upgrades for a fee Upon installation of an upgrade users shall not use separate or transfer the previous version to a third party separat
24. COUNT Any character string A Z a z 0 9 underscore _ with COUNT characters COUNT stands for any positive integer e g 5 D COUNT Any character string A Z a z special characters umlauts spaces with COUNT characters Numerics are not allowed W Single special character A Z a z or numeric 0 9 are not allowed STRING STRING stands for a fixed character string specified by the user e g project department_A PID Expressions placed between and must not be empty and must be of the defined length ASTRINGS The only permissible input in this example is STRING Without and STRING1234 or an empty text is also a valid input Sample formats Format Examples right Ab_ 1234 _ 0000 _ d 4 wrong 12 1234 ab abcd right SAMPLE1234 SAMPLEABCD SAMPLEab12 SAMPLE SAMPLE wrong SAPMLE1234 1234SAMPLE w 2 d 2 right ab 12 AB 12 01 12 a1 99 32 InLoox X wrong 12 ab 66 12 12 right ISEPERATOR12 12SEPERATOR12 abSEPERATOR W 2 SEPERATOR D 2 wrong ITRENNab 12SEPERATORab abSEPERATOR12 Assign a division customer and category On the site Management in the area Project you can assign a division customer and category These entries help you to easily find filter sort and group the projects in the project list NOTES Eor more info
25. Designer dialog box click File and then Save 11 Click again File and then Close 5 Click OK or Apply to save the changes in the InLoox System Types of report templates InLoox PM provides you with different types of report templates The description of each template is available in this table Report template Application in InLoox PM Project kick off _ Correspondence at start of project Letter Correspondence concerning the project Project status Outlook email with current project status Meeting Meeting organization document Memo Memorandum Planning For exporting planning items from the planning page or across all projects in the overview InLoox PM project list Document list For exporting documents from the document page For exporting time tracking entries from the time tracking page across all projects in the InLoox PM project list For exporting data from the budget page or across all projects in the InLoox PM Time tracking Budget overview project list Expenses For exporting budgets of type expenses and revenues from the budget page or across revenues all projects in the InLoox PM project list Turnover list For exporting turnover lists from selected projects in the InLoox PM project list Project Correspondence at end of project completion 143 InLoox xX SSL Timeline Work with time
26. E aE EEE EE A PEA AES EEEa E eaea 26 Copy and delete projects in Outlook 2003 2007 eccccesceeeeeeeeeeeteneeeeeeeeseaeeseaeeeseaeeeseaeeseaeeeseaeeseieeeeaaes 27 View restore or delete projects in the recycle projects ViCW ccceccceeeeneeeeeeeneeeeeeneeeeeeseeeeeeeeeeeeeae 28 Managemen osaan a SE ERE E EE E E RA 29 Assign a project mame and NUmMDOr sssri asrni sasuai annenin aiaa aKa EANA AA AAAS E A ENAS ENEA REEE 29 Adjust the project MUMDOM ce scieeceeecteen ain E E A E EE EA TOE 29 Change the number fOrmat ccccccceceeeeeeeeeeceeeeceaeeeeeaeeseeeeeeaaeesaeeegsaeeseaeeseeeeescaeessaaeeseaeeseeeeseaeesseaeeteaes 32 Assign a division customer and CALECGOSY eeeeeeeeeeeeeeeeeeeteeeeeeeenaeeeeseaaeeeteeaeeeeseeaeeeeseeaeeeeseeeeeeseenaeeess 33 Adjust the division SWUCIUTO sssri voce seceeecaieti sheds ooedeeeeti ceed eae ENEE ERASER 34 Create and Manage a CUSTOMET ccccceceseeeeenee tees eeeaeeceseeeeaeeceaeeeeeaee cease seeaeesaeeseaeeseaeeseaeetsaeesseaeetsaes 35 Adjust the customer NUMDGT ccceeeeceeeeeeeeeeeeeeeeeeseeaeeeeseaaeeeeseaaeeeeseaaeeeeseaaeaeeseaaeeeesesaeeeesessaeeesenseneetes 36 Manage cItogol Senanin tates teeeiestiediieecete alive ereeels neon edad a 39 Add project team MEMES sessir iee reda ew oee NANE an teeny N ee untinedy 40 Add a status anddate iaiacigiei iain iene a eee A ee LL ae 41 Change the project Status eccccccceceseeeeeeeceeeeeeaeeeeeaeeeeaeeeeaaees
27. Kick Off Exchange Calender Max Schiller BB Allocated BR Overatiocates 3 Please perform one or more of the following actions O Add a resource To include another resource into the analysis it is necessary to add it On the Start tab in the Resources group click Add Resource In the Choose Resource dialog box choose the required names from the list Then click Select Ok TP Use the feature Search by Skill to find select resources according to their skills For more information see Add project team members Use this feature to always display resources with whom you work often regardless of the filter settings Remove a resource On the Start tab in the Resources group click Remove Resource to delete the selected resource from the view Use this feature to always hide resources despite of the filter settings NOTE Right click the resource list in the upper left part Select Display deleted resource s to display them again Define time frames On the Start tab in the Current view group click Select Duration Choose from the drop down list between Today Week Month and Year 168 InLoox X NOTE All resources that are not occupied during the defined period are hidden Use the button Add resources to always display resources with whom you work often regardless of the date settings o Print resources On the Start tab in the Current view group click Print Overview or Load Chart to start the quick print f
28. PM account 1 Activate first the InLoox PM contact management TP For more information see Activate the contact management 2 Create a new contact in the InLoox PM Contacts TIP For more information see Add a contact 3 Open the InLoox PM Options dialog box TIP For more information on how to open the InLoox PM options please see Open the InLoox PM options 4 Under Permissions click Permissions 5 Inthe User based permissions section click New 196 InLoox X L j User Rolename g Permissions gt Description z o Create projects 2 Authenbcaton Read projects Access Mind Maps Windows Authentication Access planning Ox Authenbcatior Access time tracking Access own time tracking entries Access documents wipers Access budgets Retype password Edit projects ord on ne Edit management logor Edit project contacts Logon inactive Lock projects evadavatalal ama mi aia mee Edit Mind Maps Edit planning Edit time tracking Edit own time tracking entries Edit time tracking without time limit Edit document CJ ws M Select All Deselect All 6 Inthe Permissions dialog box please follow these steps 1 Click the Arrow and choose from the drop down list InLoox PM user 2 Inthe Select Contact dialog box select InLoox PM address book from the drop down list Address book Choose a name from the list and click OK
29. Template dialog box then click Open o Click Download to download a planning template from the InLoox website 4 Click OK or Apply to save the changes in InLoox PM Customize a notification template Notifications enable the communication of project information You can send them to those resources whom the project planner wants to inform automatically InLoox PM provides you with various kinds of notifications for each milestone activity and summary activities Resources can receive information via email task request or InLoox PM reminder The notification templates contain predefined text elements which can be changed or deleted TP For more information on how to notify a resource about a planning element see Add resources 1 Open the dialog box InLoox PM Options TIP For more information about where to find the InLoox PM options please see Open the InLoox PM options 2 Below Planning click Notifications and then Templates On the right side you see the Notification list area Options General options I Permissions P Notification list Mind Map Plannning Design Name Working times i p Templates More options Activity Resource added Templates Download Activity Activity Deleted Activity Modified Resource removed More options MileStone Deleted Documents MileStone Modified 3 Choose one of the following options o Edit the notification text by clicking Design In the InLoox PM Notifi
30. The contact name is now displayed in the User name box in the Authentication section under InLoox PM Authentication You can change the name in the User name field In the Password field type a new password for the InLoox PM authentication Enter this password again in the Retype password box to confirm it Activate one of the following check boxes Activate the Change the password on the next logon check box to allow the InLoox PM user to change his or her password See Change InLoox PM password below Activate the Logon inactive check box to deactivate the authentication 7 Select the permissions from the Permissions list for the InLoox PM user 8 Click OK 7 Click OK or Apply to save the changes TIP Now the InLoox PM user can logon to InLoox PM For more information see Log on as InLoox PM user Oy 01 i Change the InLoox PM password Please follow these steps to change the InLoox PM password 197 InLoox X m 1 Open the InLoox PM Options TP For more information on how to open the InLoox PM options see Open the InLoox PM options 2 Under User settings click User Login 3 Inthe User Login section choose InLoox PM Authentication and click the Change Password button You can also change your user name in the User name field 4 Inthe InLoox PM Authentication dialog box type your current password in the Current password field Type the new password in the Password field Type the new password again in the Retyp
31. aaa a dia aaa aaa 80 Manage planning templates cecccceeeseceeeeeseceeeeeseceeeeeseeeeeeaeceeeeaeseesesaeseeesgeseeeseneseeeseneseeesnieseneea 81 Customize a notification template cceccceceeeeeeeeeeeneeeceeeeeeaeeeeeaeeseaeeesaeeseaeeesaeeseeeeseaeeseeeeseeeseeees 82 CuStOMIZS notification fields ssis rsisi annis noar iai eaaa N E EEEE E ES 83 Customize notification types ccccccecceeceneeeeneeeeeeeeceaeeesaeeseaeeseaaeecaaeesseaeeseaeessaeeseaeeeseaeeseeeeseeeseeees 84 Prini a Nann saiae E ace sedan vec Sect dae ative th E E E oedema eee 86 Time FACKING aiena es sA Ea tales vd ebersduavied ve aad thera NEEE ceadesdy EO 86 Work with the time tracking svsctciccctveiesseitviestevessbeeoteadeveestsad EAER Kaea E AEE CAERA R ARE 86 Create and edit a time tracking CNtry ecccceeceseeeeceeeeeseaeeeeaeeeeeaeeseaeeeeeaeesaeeeseaeessaeesseaeeseaeeeseneesseessaes 89 Docume ecce A TEA E EA E A E A A 91 Work with the document lists cates aaaea a nE NA REPA ED ERPE EEKE EN ENEE ETER 91 Create and change the document folder path cccccceeceeeeeeeeeeeeeeneeeeeeeeseaeeseaeeeseaeeseeeeseaeeeeneeesseeseaees 94 InLoox X Greate aisubtoldef iiris a a aE aA E AR a E a EA AAA E EAE a EE AEPA 97 Create and edit Aa doc ment sssrini innra renean ara a aa aNEKSi E D EEA 98 Cleaning the document list c cceccceeeeneeeeneeeeeeeeeeeeteaeeeeeaeecaeeseaeeeseaeeseaeeeseaeeesaeeseaeeseeeeseaeeeseeeeseaeesaas 100 BUG Q
32. and change the data e g time On the Resources tab click the respective resource and change its parameters o Display resource project related or system wide In the View group choose between All Projects or Only this Project o Show work package details Choose one work package from the list and click Show Details o Show standard resources In the Display group choose this command to display the ressources added to the project TIPS o For the detailed description of the other features in this view see Work with resorces o For more information about resources see the category Resources Add documents You can add the related project documents to the planning elements So these documents are available for all users The procedure of adding a document is the same for an activity a milestone and summary activity all features are in the dialog box New or Edit of each planning element 1 Open the New Edit dialog box of a planning element to add a document Choose one of the following options to open this dialog box o On the Edit tab in the Edit group click New Activity New Milestone or Edit o Right click on the Planning area and click New Activity New Milestone or Edit in the context menu o Double click a planning element a New Activity afon x Standard Details Dependency Resources Documents Custom pA Drag column header here to group by that column File Name Path Overviewdoox S6 Projekte Project
33. and data and which is suitable for your database system Workgroup Server and Unfortunately it is quite difficult to backup offline copies database replications located on the users computers We recommend to synchronize workstations with the database server at frequent intervals this strategy reduces the risk of losing changes which were made offline Enterprise Server 199 InLoox X l IMPORTANT Documents stored in InLoox PM must be backed up separately InLoox PM only saves links to these objects a backup of the InLoox PM database is not sufficient to back up the documents as well The backup strategy and software depend on the storage location of the documents files on the local computer the server or the SharePoint document library the number of users and the data volumes Lock a project Clean up project locks InLoox enables you to lock a project if you want to avoid further changes to a project You can delete a project lock anytime To be able to lock a project or to delete a project lock you have to have the permission to Lock projects Article content Lock a project Clean up project locks Lock a project Please follow these steps to lock a project 1 Open an existing project or create a new one TP Eor more information on how to create a project see Create a project 2 Onthe Management page on the Edit tab in the Status group click Lock project 3 On the Start tab in the Action
34. billing see Generate an invoice e Edita budget Choose a budget from the budget list which you want to edit On the Edit tab in the Budget group click Edit Budget TIP For more information about editing of budgets see Create and edit a budget e Delete a budget Choose a budget from the budget list which you want to remove On the Edit tab in the Budget group click Delete Budget e Copy and paste Create quickly budgets with the help of Copy and Paste feature on the Edit tab in the Budget group e Change a budget status Choose a budget from the budget list On the Edit tab in the Budget group click Budget Status On the drop down list click status you want to have e Print a budget list On the View tab in the Common group click Print to start the quick print feature of the budget list Choose Budgets in the drop down list TP For more information about printing see General features and print of the project list in the Print in the project list e Expand or reduce the budget view Change the view with the help of Expand All or Collapse All on the View tab in the Common group to make clear the budget view e Choose Fields This feature sorts and organizes the project by important data o On the View tab in the Common group click Choose Fields On the dialog box click one field e g Type and drag it into the column headers o Reset the fields per Drag and Drop into the dialog box Information rules in the budget list e An entry contai
35. choose the percentage figure from the drop down list 45 InLoox X e Mark the node On the Edit tab in the Node group click Flag and select a color from the drop down list e Create a new mind map On the Edit tab in the Mind Map group click New Mind Map TIP For more information see Create a new mind map e Edita mind map On the Edit tab in the Mind Map group click Edit Mind Map to add further information e Remove a mind map On the Edit tab in the Mind Map group click Delete Mind Map to remove the selected mind map e Copy mind map to planning On the Edit tab in the Mind Map group click Copy To Planning to transfer all nodes and the structure to the planning TP For more information see Copy a mind map to planning e Print a mind map view On the View tab in the Common group click Print to start the quick print feature of the mind map view TP For more information about printing see General features and print of the project list in the Print in the project list area e Expand or reduce the mind map view Change the view with the help of Expand All or Collapse All in the Common group on the View tab to make clear the mind map view e Restore the mind map view On the View tab in the View group click 1 1 to set back the original zoom level e Enlarge or reduce the mind map view On the View tab in the View group click Zoom In or Zoom Out to change the zoom level of the view e Show resources On the View tab in the Resources group
36. field you want e g lt PROJECT_MANAGER_O gt 3 Click OK o Change the saved template by clicking Edit In the Edit dialog box you can make your changes see the first point o Customize the template content for a report with the InLoox PM email designer Choose a template from the list and click Design TIP For instructions on how to work with the InLoox PM report designer see Work with the report designer and the help documentation of the designer o Remove a template permanently from InLoox PM Choose a template from the list and click Delete o Load a template from your local data Click Import and choose a template in the Open Email Template dialog box then click Open o Save a template in your local data if you want to send it to other users Click Export and choose a storage location in the Save Email Template dialog box where you want to save it Click Save 4 Click OK or Apply to save the changes in InLoox PM Add Outlook elements to InLoox PM Save files links and Outlook elements with InLoox PM and organize them in the corresponding project folder 177 InLoox X l Emails which include attachments can be assigned directly to the project InLoox PM offers a proper feature which is always available from any part of Outlook NOTES e The following standard elements can be posted directly to an InLoox PM project emails contacts tasks journal entries and calendar entries e Non standard message typ
37. format e g Excel PDF or Word document Click Start Such report templates as Expenses Revenues Budget overview or Transaction list are included into the standard delivery TIP For more information on how to add new budget template to the InLoox PM system see Manage report templates Manage budget documents for templates Add change or delete the budget documents in the InLoox PM options The recurring budget positions can be added to this budget documents IMPORTANT To manage the templates you need the InLoox PM administrator permissions 1 Open the dialog box InLoox PM Options TIP For more information where you can find the InLoox PM options see Open the InLoox PM options 2 Under Budgets click Templates and then Budget templates On the right side you will see the Budget documents area F Options mo General Options rT Permissions uea Budget templates Mind Map a cnn Name Type Created by Visible for all users z s gt Budgets Positioning Expense actual Rita Meyer m Templates Services Expense actual Max Schiller Budget positions Delete Budget templates Budget statuses 3 Do one of the following 112 InLoox X m o Add a new budget document template by clicking New Inthe New Budget Document Template dialog box choose a budget type in the Type drop down list Select the Visible for all users control box if you want to have this option ype anew name in the
38. niiden a nai E E a a A 145 Adjust ihe dashboard VIEW sssri taks isara ARAN na EA AERE EEES E AAAA AAE 145 Widget DDOS aana E E E E E E E nee ees 146 Time tracking vVieWascccncroneransiireritsannn eiea a E T N AT 147 Adjust the time tracking VIOW sasis isrssersronerannn arineko KE rEn nN Anan EPA AARENSEN ER KUKEN BN ENESENN EAEE ETERNE REES 147 Create a reminder iire eei ai neranda aaa band adda tees ewes dead dean cy Sunde a Ea EA EEA a EREA AAEE 149 InLoox X Record personal time efforts with the stop WatCN cccceeeseeeeeeeneeeeeeeeeeeeetaeeeeeenaeeeesesaeeeesesaeeeeeenaees 150 PROJOCt AN CNN een asd cave ved Sica te sage ieee Dewar cetera ve SoeeesGeuiay cide ENE E aa 151 AI CIIVG a PROJ CCE cc ises cha ceveece ese ceecncayee te chudt teen E te cteen enact evbbedbe decevuaseredecbeeneevblectaddinenediteeeedieeaeitecs 151 Adjust the archive VIEW sissien aea aaee EAE AANA an aa aia e AE NAAN 151 MLO PNM COMAC ISo E E O a tes 154 Activate the contact management eissaus eas tis ii S ES EAS E E AE E E S AS 154 Add a COMACH eranan TEE EO EA EAEE OEE EEE N O T 155 Authorize InLoox PM COntact ceusririirorerriererr nir ninri Ainoa FENE RENTE EEE EEDEN E 157 Add manage or delete an address DOOK cccccccecceeeeeeeeeneeeeeeeeesececaaeeeeeeeeesececcaaeeeeeeeeesseeneueeeeeeeeess 158 Adius tiho CONTACT View ence OEE deateaeasd 159 Work Packages eriaren aaae AAEE NEE NENTE AAE shies Seis E Ea a S 161 Display and process work packages
39. o Edit an existing address book Choose an address book from the list and click Modify The further procedure is the same as in the point above 158 p aa InLoox xX o Remove an existing address book Choose one address book from the list and click Delete 6 Click Save 7 Restart Outlook Now you can see all changes in the drop down list Address book Adjust the contact view The contact view displays all existing address books and their contacts It also provides with different features to comfortably manage contacts and address books Article content Work with the contact list Features in the contact list Work with the contact list 1 On the Outlook Ribbon click the InLoox PM tab On the InLoox PM Ribbon in the Views group click Contacts NOTE In Outlook 2003 2007 click InLoox PM Folder in the InLoox PM Toolbar and then Contacts in the InLoox PM project list NG Click here to add filter criteria Max Schiller Rita Meyer Max Schiller Misses Rita Meyer Mister Max Schiller Rite Max Meyer Schiller meyerGinlooxnet schiller inloox net 3 Do one of the following o Create anew contact In the New group click New Contact 159 InLoox X TIP Eor more information see Add a contact o Delete a contact Remove one contact by clicking Delete in the Delete group Edit a contact Choose a contact from the list and click Edit in the Actions group o Print the contact list In the Current View group click Print to
40. of pages to be printed choose the required options in the Page area Then click Apply 3 Click Print NOTE Be sure that all needed changes are made before clicking Print The document will be sent directly to the printer by clicking Print 18 InLoox X General features and printing of the project list in InLoox PM for Outlook 2003 2007 The InLoox PM project list provides you with various features that make project editing easier and faster As a standard you can see only those projects in the project list to which you have an access Article content Important features of the menu bar Project list features Print in the project list Important features of the menu bar Click InLoox PM Folder in the InLoox PM Toolbar to switch to the InLoox PM project list You will find the following features in the menu bar InLoox Projects Dashboard Timeline Time tracking Archive X New Project J Open Delete S gt Print GY Refresh Archive P Filter e Create a new project Click New Project in the menu bar e Delete project Remove a selected project with by clicking the Delete button TIP Eor more information see Copy and delete projects in Outlook 2003 2007 e Open a project Click this button to see all related project information e Copy and paste You can copy and paste one project or several projects at the same time e Archive a project Move a marked project via Archive to the InLoox PM archive TP For more i
41. off and import Microsoft Office Outlook holidays files hol 1 Open the InLoox PM Options dialog box TP For more information on how to open the InLoox PM options please see Open the InLoox PM options 2 Below Planning click Working times On the right side you see the Days off area P i ay Days Off New _ Name Start Christmas 24122011 Edit Delete Import 3 Do one of the following o Set anew day off 1 Inthe Calendar area choose a calendar from the drop down list In the Days off area click New Type a name in the Name field in the New Non Working Time dialog box Select a date in the Start field You can optionally choose the End to define the end or to add several days off Select the Full time option if you want to define the whole day as a day off Select the Available in all calendars check box if you want to apply this day off for all calendars NoNe ON 78 InLoox X 8 Click OK NOTE Define the days off per calendar e g to define different holidays in different calendars such as country specific holidays o Edit items Choose one day off from the list and click Edit to edit it Delete items Choose one day off from the list and click Delete to remove it permanently o Importitems Choose one day off from the list and click Import InLoox PM loads a Microsoft Office Outlook holidays file hol O 4 Click OK or Apply to save the changes in InLoox PM Planning templates Import a planning t
42. on the Documents page by using file storage feature InLoox PM allows subfolders to be created automatically in each document folder of a project TP These subfolders are created new as soon as a user selects a new project folder on the Documents page As many subfolders as required may be created automatically in a hierarchy structure of any depth For more information see Create and change the document folder path 1 3 Do one of the following Open the dialog box InLoox PM Options TP For more information where you can find the InLoox PM options see Open the InLoox PM options Under Documents click Folder structure On the right side you will see the Folder structure area lE Options Budgets Reports Outlook emails Custom fields Project locks License key User settings New Edit _ Delete oy Folder structure Name Protocol Graphic Manuals 97 InLoox X N o Insert a new subfolder by clicking New In the New Subfolder dialog box type a new name e g Marketing Click OK InLoox PM creates in each project document folder a subfolder named marketing o Change the name of the existing subfolder Choose one of them from the list and click Edit Change the chosen item in the Edit Subfolder dialog box Remove a subfolder from InLoox PM by clicking Delete 4 Click OK or Apply to save the changes in InLoox PM TP You can also create a subfolder directly in the project on the D
43. only for authorized users NOTE The filtering process for the saved reporst is the same as for the new reports 1 Click Projectlist on the Outlook Ribbon to switch to the InLoox PM project overview 138 InLoox X NOTE In Outlook 2003 2007 click InLoox PM Folder in the InLoox PM Toolbar 2 Choose one or more project in the project list 3 Inthe InLoox PM tab in the Reports group click Reports and choose from the drop down Create Report NOTE In Outlook 2003 2007 click Reports in the InLoox PM Toolbar 4 Inthe New Report dialog box do one or more of the following o Filter the report data in the Report tab Inthe Selection area choose between All projects Selected projects or Projects matching For the last option you can define the filter criterion such as Number Name or Customer that the selected project contains Inthe Template area choose a template from the drop down list TP For more information on how to create a report template see Manage report templates o Filter the report data in the Planning tab Choose All planning items to include the complete list of planning elements Choose Planning items matching to define which planning items summaries activities or milestones will be included into the report You can specify their combination by selecting the corresponding check box Optionally you can choose the time interval by selecting Date between and by choosing the date o Filter the report data in
44. store On the right side you will see the Document store area 95 InLoox X G ane ral optio a l 7 k Femdasions W Document store Mind Map Plannning Automabcally update document list on project startup Documents D PAER File Server Folder structure File Server Projects Budgets Reports Path will be automatically converted to UNC Outlook emails Rul Custom fields Bii Project locks lt PROJECT_NUMBER gt lt PROJECT_NAME gt Fields License key User settings SharePoint Server site Example hip www domain com site sharepoint _ site Document library rule OK Cancei __Appy __ Help 3 Do one of the following O Select the Automatically update document list on project startup control box Documents are read anew when the project is loaded This option slows down the opening of a project but ensures automatically that the Documents page always shows current information Select File Server and click E add the folder you want Define the rule in the Rule field by adding one of the following fields from the Field drop down list lt PROJECT_NAME gt Project name lt PROJECT_NUMBERP gt Project number lt COMPANY_NAME gt Customer name of the project lt CURRENT_YEAR gt Current year four digits lt DIVISION gt Division name NOTE The Standard parameter lt COMPANY_NAME gt lt PROJECT_NUMBER gt lt PROJECT_NAME gt points automatically to the following folder str
45. tab in the Section group click Documents 3 On the Edit tab in the Document Path group click Folder The added document path is now dislayed in the Document Path box NOTE Click xX in the Document Path group to delete the document folder path 4 Inthe Select Document Store dialog box do the following Select Document Store x B Type tay File server Local computer Q SharePoint store W Location Path C Projects 2009 0001 LWN Sales Represent OK j Cancel 1 Inthe Type area choose between File server Local computer and SharePoint store 2 Inthe Location area click i Choose the folder you want to be read in 5 On the Documents page in the Documents group click Update Document List The folder content will be read in the document section of the project You can start to work with it right away TP In the Documents area on the left side the folder view will be displayed automatically For more information see Create a subfolder Change the document folder path The option page documents defines the rules for the InLoox PM file archiving feature Some customizing options are available The format of the project number affects the Document page It is possible to update the contents of the project folder automatically 1 Open the dialog box InLoox PM Options TP For more information where you can find the InLoox PM options see Open the InLoox PM options 2 Under Documents click Document
46. the project directly To manage customers do the following 1 Open the dialog box InLoox PM Options TP For more information on how to open the InLoox PM options please see Open the InLoox PM options 2 Under General options click Customer and then Customers On the right side you see the Customers area 35 InLoox X r Opti General options S Project number EP Customers Project statuses Customers New Number Name Customer number zz 0001 Integra 0002 PhoneMe Ltd Groups Categones Delete 0003 Glog pic Divisions Jo SAPT Ltd More options 3 Do one of the following o Insert a new customer in InLoox PM by clicking New In the New customer dialog box enter a name in the Name field InLoox PM automatically assigns a number to the new customer TIP For more information on how to change a customer number format see Adjust the customer number o Change the name of an existing customer Choose the respective customer from the list and click Edit Remove a customer from InLoox PM by clicking Delete 4 Click OK or Apply to save the changes in IInLoox PM WARNING Effects of editing or deleting a customer e The renaming of a customer takes immediate effect in all relevant projects e The deletion of a customer takes immediate effect in all relevant projects Adjust the customer number In the InLoox PM options you can customize and configure the InLoox PM features inter alia the customer number In t
47. to the project o Further information to the budget on the Custom tab Click in the previously created custom box and enter a new value for it TIP For more information on how to add a new custom field in InLoox PM see Create a custom field TP You can also copy positions from the other already existing budgets to the new one Use commands Copy and Paste from the Budget Positions tab in the Budget Positions group Use also CTRG C and CTRG V buttons 106 InLoox X For more information see Create and edit a budget position in the Copy positions from the existing budget documents section Create and edit a budget position Each budget contains one or more positions The level of detail that your budget is broken down into is completely up to you Article content Create a budget position in the budget position list Copy positions from the existing budget documents Create a budget position in the budget position list 1 Open a project with the existing budget TIP For more information on how to create a budget see Create and edit a budget 2 Inthe project in the Start tab in the Section group click Budgets 3 Onthe Budgets page choose a budget from the budget list to which you want to add a position Click New Budget Position or Edit Position 4 Inthe New Position Edit Position do the following 107 InLoox X Select a group then an template Group Template Gonia fno te Maintenance Units D
48. view InLoox PM provides you with the timeline view to get an overview of the temporal distribution of your projects This article shows you how to adjust the timeline view Article content Work with the bars view Features in the timeline overview Work with the bars view 1 Inthe project list in the Start tab in the View Types group click Bars NOTE In Outlook 2003 2007 click InLoox PM Folder in the InLoox PM Toolbar and then Timeline in the InLoox PM project list 21 ndervEmpfangen STE Tran memverl E toons a Se aT New New a Chenge N Click here to add a filter Year 2013 Year 2014 Mai Juni Juli August September Oktober November Dezember Januar Februar M rz 1 L 2013 0005 Produktentwicklung 2013 2013 0002 Mediaberatung 2 Perform one or more of the following actions o Create a new project Click New Project in the New group o Delete project Remove a project by clicking the Delete button TP For more information see Copy and delete projects o Open copy and paste a project These buttons can be found in the Actions group The Copy and Paste features help to create projects quickly You can modify them afterwards o Categorize a project Choose a project from the Timeline overview and click Categorize in the Categories group Choose from the drop down list between Recurring Project Key Project and New Business Assign a category to a project withou
49. you to save personalized views Please follow these steps 181 InLoox X l 1 On the Outlook Ribbon on the Start tab in the InLoox PM group click Projects NOTE In Outlook 2003 2007 click InLoox PM Folder in the InLoox PM Toolbar 2 Now you can change the view directly in the project list TIP Eor more information on how to do this see Customize a view in this article 3 On the InLoox PM tab in the Views group click More Views and then Save current view as NOTE In Outlook 2003 2007 click Actual Views in the InLoox PM Toolbar 1 Inthe Save View dialog box enter a view name 2 Activate the Visible for all users check box if you want to share this view with other authorized users 3 Click OK The new view is now displayed in the drop down list More Views Use and manage personalized views This is how you can use a personalized view 1 On the Outlook Ribbon click InLoox PM tab In the Views group click More Views NOTE In Outlook 2003 2007 click Actual Views in the InLoox PM Toolbar 3 Select a view from the drop down list e g Project controlling InLoox PM loads the saved view with customized data in the project list Proceed as follows in order to manage views On the Outlook Ribbon click InLoox PM tab In the Views group click More Views NOTE In Outlook 2003 2007 click Actual Views in the InLoox PM Toolbar Click Manage Views in the drop down list In the Views dialog box do one or more of the foll
50. 113 InLoox X p 3 Budget positions New Name Sample Asset Edn P Delete 3 Do one of the following o Add a new budget position by clicking New In the New Position dialog box type a new name in the Name field Type additional information in the Description field Enter the number you want in the Quantity field In the Pricing list click New to add a new position In the New Unit dialog box enter a Name Purchase price and Disposition price and click OK Choose a group in the Group s list The created pricing model will be loaded if you select this position in the New Budget Position Edit Budget Position dialog box in the project TP Eor the detailed description on how to create a budget position see Create and edit a budget position Change the budget positions list by clicking Edit Delete Up or Down Click OK after you made all changes you wanted Click OK o Edit the already existing budget position in the Budget positions list Choose one from the list and click Edit In the Edit Position dialog box you can make changes you want see the first point Remove the budget position from InLoox PM by clicking Delete 4 Click OK or Apply to save the changes in InLoox PM NOTES e The name of each budget position should be short and unambiguous e The description in the Description field can include wildcard characters e g size is x units Load a budget template Define recurring budgets The templ
51. Actual expenses time tracking Actual expenses time tracking from the budget page Method Actual expenses time tracking are calculated automatically Time tracking items from the time tracking page multiplied by the group purchasing costs TP For more information about the group purchasing costs see Create and edit groups Actual expenses Actual expenses from the budget page except actual expenses time tracking Method Budget documents of type actual expenses are totalled Actual revenues Actual revenues from the budget page Method Budget documents of type actual revenues are totalled 123 InLoox X New features in InLoox PM 7 Design and comfort Article content User interface Multi selection and multi editing Improved custom fields User interface The new user interface of InLoox PM 7 is adapted to the design of Microsoft Outlook 2010 and offers task oriented features and commands in the InLoox PM 7 Ribbon For an overview of the new InLoox PM 7 Ribbon please see Work with the InLoox PM Ribbon Please find a more detailed explanation of the tabs in the related help categories Besides the dialog boxes in InLoox PM 7 have been simplified and are now scaleable To change the size of a dialog box touch its edge with the mouse pointer until it changes to a double headed arrow Now you can drag the dialog box to the desired size Multi selection and multi editing
52. By clicking OK the New Item dialog box will be displayed Fill out this dialog box with the required information For more information see Create and edit a time tracking item o Activate the Add to document store control box With this option you can assign any email attachments files to a project 1 4 Click OK In the Operation drop down list choose between Item including attachments Item without attachments Only attachments and Item and attachments separately TP For more information about management methods see Add Outlook elements to InLoox PM in the Management methods area In the Subfolder drop down list choose a subfolder You can also create a new one by clicking New 1 Inthe Create a New Subfolder dialog box select the directory in which you want to create a new folder 2 Click Create New Folder and enter a new name 3 Click OK In the Status field enter instructions e g complete or awaiting release Click Links to link the Outlook element with project elements Click Add and then OK InLoox PM displays a document as a paper clip on the page you have chosen You can also open the document directly from this page Customize email templates With email templates you can insert pre defined and project based information text snippets into a new email Email templates can be added or modified in the InLoox PM options Article content Work with E mail templates Manage E mail templates Work with E ma
53. Calendar Standard Duration 6 Work days 03 00 Hours Minutes Constraint Start v As soon as possible No earlier than 11 2 2011 12 00 av WL Status a Progress e a done o General information on the activity on the Standard tab 1 Inthe Basic information area in the Name box type a name In the Group box choose a group to which the activity belongs TP Each group has an internal price per hour You can change this price group or add a new one via the InLoox PM options For more information see Generate and edit groups 2 Inthe Basic information area you can also define whether a planning element is a milestone Select Item is a milestone check box 3 Inthe Highlight area select from the Flag drop down list a color to mark the activity in the planning list You can also select a color to mark the activity in the Gantt chart by clicking Color 4 Inthe Time frame area define its duration and dependencies regarding other planning elements The current date will be set by default in the new project 1 Select Standard as a calendar or choose a user defined working time calendar from the list in the Calendar box TP For more information on how to set a working time calendar see Create a working time calendar 2 Inthe Duration box enter the duration in days and enter the hours in the box on the right side 3 Inthe Schedule box define the constraints of the activity Choose between Start or End 4 The const
54. Field name Description Contents Description Description Multiple line description of the planning element End planning EndDate slemeni End date of the planning element Flag Flag Flag for the planning element none green yellow red Group to which the planning element belongs The group is a sort criterion or a project cost center GroupName Group WP f oer An internal price per hour is in file for each group For more information on how to customize the internal prices and the available groups please see Generate and edit groups IsProjectEndDateFixed Set pau Specifies whether the project has a fixed completion deadline Link Linked Document paths text only of the planning item documents Location Lo atisn Free text field States where the planning element is to be carried out Name of The name of the project planner as stored in Outlook e g Rita PlannerName planner Meyer Completion degree of a planning element in percent Numeric Progress completed Value between 0 and 100 ProjectCategory ee Category to which the project belongs ProjectCompany Bi Free text field of the customer s name in the project ProjectEnd Project end End date of the project ProjectName Projekt Name Short free description of the project The project name can be used several times ProjectNote Project name Multiple line free text for the concise recording and communicatio
55. InLoox InLoox PM 7 User Manual Published July 2013 Copyright 2013 InLoox GmbH You can find up to date information at http www inloox com InLoox X Contents DUPPOMM andi contaGtis isss aasit ia danane Aaa aana aa a aaa aeda 6 Contact the InLoox PM support asrini eniinn e EEE A aa E arana ES 6 Handle exceptions ii vsctiie teehee en a en ee 6 EnfOr MOSSAG OS E E N E A A T eee edie cua 8 Fale IMLOOX PN cenene a aN E OOOO 9 Recommend MLOOX PM cs cee sascces fecha sha tcct AEE a A nee E AE 10 Getting started with INLOOX PM ssssiisrsi ainaani aena a a aaa aa n a aaa aa 10 RIDOON TOODA aa ES ET vied 12 Work withthe InLoox PM RIDDON suosinut ie kata aa a EE EAE O AE dees b tamed eu eay 12 Work with the InLoox PM Toolbar ee cceeeeecceeeeeeneeeeeeeeeeeeeeeaeeeeeeaeeeeseaeeeesecaeeeeseaeeeeseneeeeseeeeeeseeneeeess 14 Project i acna EEEE EE NE ES ENO E A apne riers 15 Create d Proje Ciiis riase E LA EEA EE A D EES EEEE dates 15 General features and printing of the project list ccccceceeceeeeeeneeeeeeeeeeeeeeeeeeeeeaeeeseaeeseaeeeeieeeseeesseaeeseaes 16 General features and printing of the project list in InLoox PM for Outlook 2003 2007 cccceeeee 19 Bars VIEW enan A O A 21 AUST NE DIS VGW aneres a E S T E enue eceetne 21 Group PrOjeCts scsi niar nuenean A an ed ck A a a taaa eia 24 search and find Proj CtS iniaeeai ei ni ee etl ed ene dee 25 Copy and delete proje Chee scciccevehereiecpexcceiasts eed a
56. Name field You can add a position by clicking New Change the budget positions list by clicking Edit Delete Up or Down Click OK after you made all changes you wanted TP For the detailed description about the features in the New Budget Position Edit Budget Position dialog box see Create and edit a budget position o Edit the already existing budget document template in the Budget documents list Choose one from the list and click Edit In the Edit Budget Document Template dialog box you can make changes you want see the first point Remove the budget document template from InLoox PM by clicking Delete 4 Click OK or Apply to save the changes in InLoox PM NOTES e The name of each budget document template should be short and unambiguous e The description in the Name field can include wildcard characters e g size is x units Manage budget positions for templates The budget documents contain the budget positions which can be called up by the users in all InLoox PM projects on the budget page The budget positions can be edited or deleted in the InLoox PM options as required IMPORTANT To manage the templates you need the InLoox PM administrator permissions 1 Open the dialog box InLoox PM Options TP For more information where you can find the InLoox options see Open the InLoox PM options 2 Under Budgets click Templates and then Budget positions On the right side you will see the Budget positions area
57. No workday option for a day off Select the Workdayoption for a work day 1 Select the 24 hours option for the permanent operation 2 Select the Working timesoption to define them 1 Click Add and enter Start and End in the New Working Time dialog box Click OK 2 To edit already existing working times select an entry from the list and click Edit 77 InLoox X l 3 To delete existing working times permanently select an entry from the list and click Remove Click OK 3 Days off Inthis area you can add or import new days off and edit or delete the existing ones TP For more information see Set days off 4 Working day Define the number of hours of a working day in the One working day contains hour s box This parameter helps the user to enter time periods for activities and workloads for work packages 4 Click OK or Apply to save the changes in InLoox PM NOTES e If the working times are changed or working days are activated or deactivated the internal costs of a project are only then changed when the relevant element is opened and the project saved e The billing of internal costs on the planning page only takes account of the number of working hours of work packages in planning activities e The values specified here define the standard start and end for new planning elements The use of working times facilitates the input of activities and milestones Set days off In the InLoox PM options you can set days
58. OS PE I E A T A A E N AE E E ae hu E ety N 101 Work with the budget ISt sarisini akarata aE aAA ERARE Na EA REEE aii ie RAAE EE S abies 101 Work with the budget positions list estesse iein e Ei aA EEE EE E AEEA ES E RA 103 Create and edit a DUCE eeecccecececeeee cence eeeeee tence eeaee se aeeeaaeecaeeeeeaee snes seaeeesaeeseaeeseaeeseaeeeseaeesseeeenes 105 Create and edit a budget POSITION c eeceeeceseeeetee tenet eeeeeeeeeeeseaeeeeeaeeseaeeseeeeseaeeseaeeseaeeseieeeseaeeseneeeees 107 Manage the budget StAtUs resnie neinn R rnEeE EEEE KELARSAN AORE vied R aided ae teceeeeien 110 Generate an INVOICE g resins deidan Ssh vbecenicdenaueis eaa ieoa n a e daN REEE eI ara A E a aE Eedi 111 Manage budget documents for templates ssssesssinessrrressrnnerernturerannrtranennrnnarerananenanantnanannnananenananenan 112 Manage budget positions for templates sssrini sesinisedsinnni vaninn nans inina nAn NENA ANNS EANNA EAR ANAA ANANA EAR NAAA 113 Load apudgottempiii E essengss e A E entenatiie 114 Save a budget templat cccccccecceceneeceeeeeseaeeeeaeeeeeaeeseaeeeeeaeeceaeeeeeaeeseaeeseeeeeseaeeseaeeseaeeseaeeeseaeeseeeeenes 115 Budgell OVEIVIOW sic siccsceeiscccctvaacaceeees a ir aE AUN shaded cuenesedes shutesveenusteneesuhedd Jendaedt Coeckecdeendacdedesuktenvenes 116 Display the budget OVerViW c cceceescceeeeseeceeeeseneeeeeseneeeeeeneeeessaeeeenssaneeesesaeceesesecesseseeeessenneseteeninees 116 What do the fields and cha
59. On the Start tab in the New group click New Contact NOTE In Outlook 2003 2007 click New Contact in the InLoox PM project list To assign a new contact to the address book choose first an address book from the drop down list Address Book then click New Contact TP For more information on how to assign a new address book see Add manage or delete an address book In the New Contact dialog box perform one of the following actions 155 ae InLoox X g Additional A Note Ti Initials tie z 3 a Firstname Company Inlog Ltd 3 Department internet Email meyer Ginlog com DisplayAs 1 Inthe General area enter the general information to the contact such as Title First name Name etc 2 Inthe Internet and Phone area enter the following information Email Website Phone Fax Pager NOTE For multiple phone numbers use the fields Phone 2 and Mobile 3 Inthe Address area type the business address information of this contact in the respective fields 4 Optionally you can add a birthday reminder in the Additional area 5 Type a note in the Note area if you want 6 As soon as you have entered all information perform one of the following actions o Create more contacts On the Contact tab in the Actions group click New contact o Finish entering new contacts In the Actions group click Save and close o Send an email notification to the contact In the Act
60. Ribbon in Outlook 2003 2007 InLoox PM Toolbar and Options e Edit planning templates Right to rename and delete InLoox PM planning templates e Edit budget assets Right to create change and delete InLoox PM budget assets 195 InLoox X e Edit budget state Right to create change and delete InLoox PM budget states e Edit notifications Right to change Notification templates e Edit categories Right to create change and delete InLoox PM categories e Edit custom fields Right to create change and delete custom fields e Remove project locks Right to remove data record locks e Recycle projects Right to restore or permanently remove deleted projects e Licenses Right to add and delete InLoox PM license keys e Options Right to change the InLoox PM options Incorporates the right to change permissions Create an InLoox PM account To logon to the InLoox PM project management platform you can use Windows or InLoox PM Authentication With an InLoox PM Authentication external team members project partners or stakeholder without their own Windows user account in the corporate network are able to log into InLoox PM directly with user name and password MPORTANT Only users with administrative permissions can create an InLoox PM account Article content InLoox PM authentication Change the InLoox PM password InLoox PM authentication Please follow these steps to create an InLoox
61. TP For more information where you can find the InLoox PM options see Open the InLoox PM options 2 Under Budgets click Budget statuses On the right side you will see the Budget statuses area Options General options Pensdesions Budget statuses Mind Map f Planning New Name Documents Abgelehnt Budgets Eat Templates Genenmigt Delete Ofer 3 Do one of the following o Add anew budget status by clicking New In the Budget Status dialog box in the New name filed type a new name Select the Budget neutral control box if you don t want to include the budget to the totals in the budget overview o Edit the already existing status in the Budget Statuses list Choose one from the list and click Edit In the Budget Statuses dialog box you can make you changes see the first point o Remove the status from InLoox PM by clicking Delete 4 Click OK or Apply to save the changes in InLoox PM WARNING Effects of editing or deleting a budget status e The renaming of a status takes immediate effect in all relevant projects e On the deletion of a status the relevant budgets have no status until a user selects a new one in the project on the budget page over the New Budget Edit budget dialog box 110 InLoox ee Generate an invoice InLoox PM enables to create send and follow up project oriented offers and invoices Also ongoing Billing is possible based on project time tracking Aut
62. This feature sorts and organizes the project by important data On the View tab in the Common group click Choose Fields o On the Choose Fields dialog box click one field e g Outlook sender and drag it into the column headers o Reset the fields per Drag and Drop into the dialog box e Change the preview area InLoox PM provides you with the preview area to view important infomation of each document without openning it o On the View tab in the Common group click Preview Area o In the drop down list click Right or Bottom to set the preview area where you want Click Off to deactivate it 92 InLoox X l e Create a report On the Reports tab you can create a report o Inthe Create Reports group click Create Report in the New Report dialog box in the Report tab choose a template from the Use this template drop down list TIP Eor more information on how to issue a report and adjust the data see Create a report o Inthe Reports group select a saved report from the gallery view e g Meeting TIP Eor more information on how to add new report template to the InLoox PM system see Manage report templates Information rules in the document folder view e The entry All documents displays all the documents of the project file store including all subfolders in the document list e The entry Project folder displays all the documents of the project file store excluding subfolder content e The entry Project folder can contain subentries by t
63. X l Lags InLoox PM provides you with the possibility to determine the lags between two linked planning elements By using lags you can define the time interval between two planning elements You can create a positive or a negative lag Es amp assessment 21 09 2011 13 10 201 2500h i Em amp Media analysis 08 09 2011 29 09 201 2500h iil Positive lag The issue date start or end of the successor is after the predecessor A positive lag means waiting E g you want to set a lag between two activities Draw a picture and Frame a picture because the paint needs to dry Create a positive lag by putting in e g 2 days The time lag of 2 days is always constant even if the predecessor will take 4 days more Negative lag If an activity is supposed to start before its predecessor ends it is necessary to define a negative lag both activities overlap A negative lag means to bring forward Example You want to prepare a marketing brochure Two activities are supposed to overlap so that the activity Illustrate starts 3 days before the activity Write texts is completed Edit the lag in the planning First mark the planning element that you want to edit Then click on the Edit tab in the Edit group Edit In the Edit activity dialog box on the Dependencies tab you can proceed as follows e f a dependency has not been defined yet you can select the supposed predecessor in the Available area and click him to t
64. X Delete Project Del S Archive Project Refresh F4 Copy CTRL C Grou Collapse Al f Show Filter H Choose Fields e Choose Fields Choose Fields CustomerReset the fields via Drag amp Drop back into the dialog box o On the Choose Fields dialog box click one field e g Customer and drag it into the column headers o Reset the fields via Drag amp Drop back into the dialog box TP For more information see Create a view Information rules in the project list e The completed or cancelled projects are struck through and marked grey in the project list e The critical projects are marked with a red point Keyboard shortcut F2 Create a new project F4 Refresh the project list CTRG P Print the project list CTRG C Copy a project into the clipboard CTRG V Paste a project from the clipboard to the project list Print in the project list You can also print the project list The procedure for printing is the same for dashboard timeline time tracking contacts as well as for project pages all printing settings and features can be found in the dialog box Print Select the required settings and options in this box 1 On the Start tab in the InLoox PM Ribbon click Print in the Current View group The Print dialog box will be displayed 2 Doone of the following o Click Settings under Choose a printer to change paper size output format or other settings o If you want to specify individual pages or sets
65. ad a budget template e Save budget positions as a template On the Templates tab in the Action group click Save Template TP For more information on how to save a budget positions as a template see Save a budget template Information rules in the budget positions list e Anentry contains then following data sequence number description group amount quantity unit unit price unit selling price optional for budget types planned expenses and actual expenses billed optional for the budget types planned expenses and actual expenses is billable position in the list created by created on changed by changed on provision date for actual expenses time tracking only this is the start date of the time tracking item e Each entry has a unique number e The total amount of all entries is then displayed when the list is grouped by according column Drag a column header you want into the area above the budget positions list Features in the context menu The context menu provides you with almost all basic features that are also on the InLoox PM Ribbon such as New Budget Position Edit Position Delete Position Generate Actual Revenue Copy and Paste Expand and Collapse All Groups Move Up and Down It has also such feature as Status 104 InLoox X where you can define whether the budget is Not billed Billed or Note billable Right click in the budget positions list to open the context menu New Budget Position Edit Positio
66. ad all mind maps of a project TP For more information about mind maps see the category Mind maps Prerequisite Read projects Access planning Right to read all planning elements of a project TP For more information about planning see the category Planning Prerequisite Read projects Right to read all time tracking entries of a project category Documents tenes tme Te Prerequisite Read projects tracking TP For more information about time tracking see the category Time tracking Right to read all own time tracking entries of a Access own project time tracking Prerequisite Read projects entries TP For more information about time tracking entries see Create and edit a time tracking item Right to open and read all documents of a project aes TIP Prerequisite Read projects documents For more information about documents see the Access budgets Right to read all budgets budget positions and the budget overview of a project TP For more information about budgets and budget positions see the category Budgets Prerequisite Read projects Project can be changed This right is a prerequisite TP For more information see the category Management Edit projects for all actions which allow users or roles to modify Prerequisite Read projects data Right to change the project master data on the Management page Edi TP Prerequisite Edit
67. al Expense or New Actual Revenue depending on which budget type you want to create 105 InLoox X 4 Inthe dialog box New Budget Edit Budget do the following New Planned Expense E amp Budgets Number 1 Date 29 06 2011 Status Genehmigt X Default Name Expense planned 1 Created by Yullya Sokolovska sm Positons Copy N c le fron p f Standard Custom Save Cancel o General information to the budget on the Standard tab A unique budget number is formed from the type and a sequence number The number cannot be changed and is not re issued after the budget is deleted Enter a name in the Name field InLoox PM affords such budget types as planned expense planned revenue actual expense and actual revenue NOTE Use a unique name to make it easier for you and your customer to assign a budget from outside of InLoox PM In this area define the budget status Choose Approved Rejected or Open in the Status drop down list TP Use Open for example for not yet ordered offers or unpaid invoices You can customize a status For more information see Manage the budget status Inthe Budget area in the Date field choose a date The actual date is set automatically when creating a new budget Inthe Created by area click o add a person s name who creates this budget document NOTE Use quick selection to add a new resource Click Arrow E You can see in the drop down list all resources which have been added
68. an TIP More information can be found under category Workpackages e Log onas InLoox PM enables the external project partners which don t have Windows user account in the corporate network to logon to InLoox PM As an InLoox PM user you can choose between Windows and InLoox Authentication TIP More information can be found under Create an InLoox PM account and Log on as InLoox PM user e Recycle projects The recycle bin contains an overview of the deleted projects When you delete the projects from the project list the projects are placed in the recycle bin TIP More information can be found under View restore or delete projects in the recycle projects view e Help Click Help to get help information and find useful topics on how to manage and optimize InLoox PM The InLoox PM help provides you with further information and tips on how to edit projects You can either browse or search for help topics and index entries by using the InLoox PM help navigation pane Work with the InLoox PM Toolbar In Outlook 2003 2007 you find the InLoox PM Toolbar The InLoox PM Toolbar is always accessible and provides the following commands InLoox Toolbar QjInloox Folder Recent Projects Projects e InLoox PM Folder switches to the InLoox PM projectlist in the InLoox PM folder The InLoox PM folder is comparable with an email calendar or task folder The InLoox PM folder can be located on the network server or on your own hard disk depe
69. an be changed Fix text Any character string of any length which cannot be changed e g the word project Input a format and an example Please note the format rules Regular TIP For more information see Change the number format expression InLoox PM verifies if the number of the created project has the right format If the number doesn t correspond to the specified format the user is asked to correct the project number Examples of common formats Example Configuration Four digit year combined with sequence number Prefix e g Project 201 1 008 e Rule Customer d 4 37 InLoox X components e Project 2011 fixed prefix with year e Sequence number maximum 3 digits with leading zeroes e Standard value Customer 2011 or Customer 2012 Sequence number Number of digits 3 Suffix none Sequence number with country code components e Sequence number maximum 5 digits with leading zeroes e Country code DE AT FR Prefix none Sequence number Number of digits 5 Suffix e Rule A w 2 e Standard value DE Simple sequence number e Sequence number maximum 6 digits with leading zeroes Prefix none Sequence number Number of digits 6 Suffix none Free format Prefix any text Sequence number none Suffix none WARNING Effects of changing the number
70. an existing project or create a new one TP For more information on how to create a project please see Create a project 2 Inthe project on the Mind Maps page you find a new mind map In the Edit tab in the Mind Map group click Edit Mind Map to assign a name You can also add anew name by right clicking the mouse and then clicking Edit Mind Map in the context menu 3 Inthe Edit Mind Map dialog box in the Name field type a name for your mind map Edit Mind Map mE s Mind Map Name New Mind Map Created by Rita Meyer Last edited by Rita Meyer Mind Map Custom 4 Inthis dialog box click Custom to edit custom fields which have been already saved in InLoox PM NOTE Eor more information on how to add a new custom field in InLoox PM see Create a custom fields Create another mind map 1 To create another mind map in your project you can use the following possibilities o Inthe Mind Map group click New Mind Map o Right click the mouse and choose New Mind Map from the context menu o Click in the lower menu bar o Keyboard shortcut Press STRG M to create a new mind map 2 For further information on how to enter data in the opened New Mind Map dialog box please see the upper part of the article Create and edit a node A mind map consists of different nodes which are connected to the parent nodes A name of a new mind map is automatically set as the name of the central node TP For more information on ho
71. an open the chosen page Select one from the list on the Links tab in the Documents area and click Open 3 If you want to delete the item from the list in the Documents area click Remove o Further information to the document on the Custom tab Click in the previously created custom box and enter a new value for it TIP For more information on how to add a new custom field in InLoox PM see Create custom fields 5 Click OK to save the changes TIPS e Add the document via Drag and Drop e You can also add the documents from Outlook to the InLoox PM planning via this function For more information see Add Outlook elements to InLoox PM Cleaning the document list If data is removed from the document store and hence isn t available for InLoox PM anymore proceed as follows 1 Open a project with the saved documents on the Documents page TIP For more information on how to save a document see Create and edit a document 2 Inthe project on the Start tab in the Section group click Documents 3 From the Folder structure list choose the subfolder or All Documents TP For more information on how to create a subfolder see Create a subfolder 4 On the Edit tab in the Documents group click Clean Up Document List You can also use the context menu as an alternative Choose from this menu Clean Up Document List Right click on one of the projects in the project list to open the context menu 5 Inthe InLoox PM dialog box click Ye
72. and organizes the project list by the required data o On the Choose Fields dialog box click one field e g Customer and drag it into the header columns o Reset the fields per Drag amp Drop back into the dialog box TIP For more information see Create a view Information rules in the project list e The completed or cancelled projects are struck through and marked grey in the project list Keyboard shortcut e F4 Create a new project e F2 Refresh the project list e CTRG P Print the project list e CTRG C Copy a project into the clipboard e CTRG V Paste a project from the clipboard to the project list 20 InLoox X Print in the project list You can also print the project view The procedure for printing is the same for dashboard timeline time tracking contacts as well as for project pages all printing settings and features can be found in the dialog box Print Select the required settings and options in this box 1 Inthe menu bar click Print The Print dialog box will be displayed 2 Doone of the following o Click Settings under Choose a printer to change the paper size output format or other settings o If you want to specify individual pages or sets of pages to be printed choose the required options in the Page area Then click Apply 3 Click Print NOTE Be sure that all changes are made before clicking Print The document will be sent directly to the printer by clicking Print Bars view Adjust the bars
73. anges will not be sent to the project resources e Create your planning by using templates Use a previously saved planning as template On the Templates tab in the Action group click Import Templates or choose a saved one in the InLoox PM Templates group from the gallery view You can also save the existing planning by clicking Save Template in the Template group on the Templates tab TIP For more information on templates see the category Planning templates e Send a planning as a template via email On the Templates tab in the Action group click Send Template by Mail In the opened email enter the recipient and additional text if you like and click Send The planning is already attached to the email e Create a report On the Reports tab you find the features to create a report o Inthe Create Reports group click Create Report In the New Report dialog box on the Report tab choose a template from the Use this template drop down list Filter the data that you want to display in the Planning tab and then click Create TP For more information on how to issue a report and adjust the data see Create a report o Inthe Reports group select a saved report from the gallery view e g Planning overview 56 InLoox X TP For more information on how to add a new budget template to InLoox PM see Manage report templates Adjust the planning view You can change the layout of an existing planning There are several features available on t
74. ard to the budget list NOTE You have no read permissions if the lock icon is displayed in the list In this case no item will be displayed Work with the budget positions list In the project in the Start tab in the Section group click Budgets o open the Budgets page On this page in the Edit tab you will find the following features of the budget positions list Budget Positions Meda Consulting 2011 0012 gt Drag a column header here to group by that column 40005 960005 v 7 40 00 19 320 00 Mv Expense i Meeting hours 125 4000S sows M Expense ti Assesmen hours 000 40005 0005 a Expense ti Initial mee hours 075 40 005 30 00 4 Expense ti Editing m hours 075 4000S 30 00 Expense ti Discuss po hours 125 40 005 50 00 a Expense t 2011 001 hours 025 40 00 1000 v Expense Business hours 0 50 40 005 20 00 Y Expense fti Conferenc hours 100 40 005 40 005 mM 103 3A RA RRO RAK InLoox X e Create a budget position Choose one budget from the budget list On the Edit tab in the Budget Positions group click New Budget Position Alternatively double click on the empty field in the budget positions list TP For more information about creating of budget positions see Create and edit a budget e Edit a budget position Choose one budget position from the budget positions list On the Edit tab in the Budget Positions group click Edit Position Alternatively double c
75. are not available as an Outlook or Exchange contacts TIP More information can be found under the category InLoox PM contacts e Archive This overview shows you all archived projects TIP More information can be found under the category Project archive e More views Here you find a list of different views of the project list You can also save new views or manage the existing ones Choose whether you want to make it visible for all users or only for yourself TIP More information can be found under Search and find projects e Reports With the push of a button the report designer issues reports such as project summaries budget lists expense reports and plan actual comparisons in a variety of file formats like Microsoft Excel Microsoft Word HTML PDF and many more You can customize your personal report by data filtering TIP More information can be found under the category Reports e Stop watch InLoox provides you with this feature to record simply all your working times that you spend on project workpackages Start the stop watch when you start to work on a project related task When you are done you can stop the stop watch and post the working time effort directly to the respective project TP More information can be found under Record personal time efforts with the stop watch 13 InLoox X 7 _ e Show workpackage list displays your personal work package overview All open workpackages are generated from the project pl
76. as laced EEIN EEEE hA OENE NAA a ees EAEE 189 ESTO PEMIMISSIONMS skenor k ss ele caeyek teat ie ec yucecvahtstakiteu dees R O S 192 InLoox X Create an InLoox PM account A cu cadtyasead vxsldasdedut saaevaersgdbieys pelveeerensteesees 196 Log omas Inloox PM USOT semaines ereere aeea aa ASEAN ELEA saxty ANE S A Ee 198 Select a suitable system for data StOrage cccccceceseeeseeeeeeeeeeeeeeeeeaeeeeaeeseeeeseaeeeeeaeeseaeeseeeeseeeseneeenes 199 Back Up project dali asninn aE wa ouch E ae ea lee EE AEE T ANT 199 Lock a project Clean up project IOCKS ceecceceeeeeeeeeeeeeeceeeeeeeeeseaeeeeaeeeeaeeseaeeescaeeseeesseeeeseeeeseaeeseaes 200 Legal noticesand agreeMOnts siais tes uann a E ES EiS ts bent edd teat bee S ies 201 GOP YriG ht E eevele ie cette ean deities ee eit and deed eee 201 License Terms of InLoox GmbH End User License Agreement EULA cccecceeeceeeteteeeeeteaes 201 IMEGOXSPM conse TONS aisse Cece s apt S yee vou ceca E T O 206 InLoox X Support and contact Contact the InLoox PM support Thank you for choosing InLoox PM the Project Management Software integrated in Microsoft Outlook and the Web Microsoft Outlook is a highly sophisticated product which is constantly under development With ongoing Office and security updates Exchange Server service packs and new versions of Windows there is a wide range of supported platforms for InLoox As a customer of InLoox your are entitled to benefit fr
77. ates allow you to load complete offers invoices or project estimates in one simple step 1 Open the project with the existing budget 114 InLoox X k TIP Eor more information on how to create a budget see Create and edit a budget 2 Inthe project in the Start tab in the Section group click Budgets 3 Onthe Budgets page in the budget list choose a budget 4 On the Template tab in the Action group click Load Template m Load Budget Template et ul Budget templates Name Offer Revenues iplanned gt Short descri Position Price per u Dispositio Quantity Design ist 1 500 500 1 Design 2nd 0 1500 500 1 Load Cancel In the Load Budget Template dialog box the included position of the templates are displayed 5 Inthe Name drop down list choose a name of the template 6 Click Load Save a budget template 1 Open the project with the existing budget TIP For more information on how to create a budget see Create and edit a budget 2 Inthe project in the Start tab in the Section group click Budgets 3 On the Budgets page in the budget list choose a budget 115 InLoox X 4 On the Template tab in the Action group click Save Template Budget Preset xe Fa Budget preset Name Offer Type Revenues actual Presetpositions All positions Selected positions C eee 5 Type anew name in the Name field 6 Choose a budget type in the Type dro
78. cation Designer you can make the respective changes NOTE For more information on how to work with the InLoox PM Notification Designer see Designer Help which you can find there o Save a template in your local documents To do this choose one template from the list and click Export Click Download to download the planning templates from the InLoox website 4 Click OK or Apply to save the changes in InLoox PM TP For a detailed description of the different notification types please see Customize notification types 82 InLoox X Customize notification fields There are proper templates for each notification type Customize individually each notification template with different fields A field is a wild card for project information Fields can be added or deleted from a notification template 1 Open the InLoox PM options TP For more information on how to open the InLoox PM options please see Open the InLoox PM options AON Notification Designer 5 On the right side you see the list of variables Click Variables Now you see a list of all available fields Click Planning Notifications Templates On the right sight you see the Notification list Select a template type from the list and click the Design button to get to the InLoox PM For more information please see the Notification Designer Help The following fields are available for notifications
79. ce 5 Distribute the file among other InLoox PM clients as required Generate and edit groups In the InLoox PM Options you can define groups that are available in every InLoox PM projects on the project pages Planning Time Tracking Budgets and Budget Overview The groups help you to structure the data in a more meaningful way and allow an ongoing automatic comparison between time tracking entries planning elements and budget positions They can also also carry a currency code IMPORTANT Please note the possible effects when changing settings These are described in this chapter NOTE In this program section you are also able to define purchase and selling prices These are used on the Budget page for example to prepare time tracking entries recorded on the Time Tracking page for billing To manage groups do the following 1 Open the InLoox PM Options TP For more information on how to open the InLoox PM options see Open the InLoox PM options 2 Under General options click Groups On the right side you will see the Groups area 185 InLoox X Options General options Project number amp Groups Project statuses Customers New Name Purchase price m Consulting 40 00 or Edit Production 40 00 VISIONS iaaii Delete Maintenance 30 00 gt Penniesi Design 40 00 3 Do one of the following o Create a new group by clicking New Inthe New Group dialog box in the Name field type a group name Inthe Pur
80. ce with the planned start date from the 79 InLoox X l planning settings under Direction independently of the project start date on the management page If backwards planning is being use all existing constraints will be replaced by a Finish as late as possible constraint The activities and milestones are allocated in accordance with the planning end date from the planning settings under Direction independently of the project end date on the management page Manual calculation manual calculation takes the start date as the basis for the first element in the planning All subsequent elements will reflect the structure of the template In order to do this all constraints in activities and milestones will be removed and replaced with a Start On constraint The automatic planning functions are not used 2 Define the Start date as well as Work times for the planning elements if you have chosen the manual calculation 3 Select the Load resource data check box to load the resource information of a planning 4 Deactivate the Remove completion data check box if you don t want to see progress information and resources in your planning 5 Click OK NOTES e The start date determines the date for the first earliest activity or milestone from the selected template InLoox PM places the other items according to this time e You can load more than one template to the same planning The multiple loading of the same temp
81. chase price and Disposition price fields enter the prices you want Click OK o The existing groups are displayed in the Groups list according to the order in which they appear in the InLoox PM projects Double click the entry that you want to change or click Edit o Select a group you want to remove from the list and click Delete o You can change the groups order by clicking Up and Down The selected group will be moved one position upwards or downwards o Inthe Currency area in the Symbol field type a currency symbol which is supposed to be used for amounts of money system wide e g or CHF o Inthe Digits field type the number of digits fractional digits that is supposed to be used system wide 4 Click OK or Apply to save the changes WARNING Effects of changing or deleting groups e Adding and renaming groups has no effect on existing projects 186 a InLoox X M e When group prices are changed the old amounts remain initially unchanged in all projects The amounts are updated when the relevant planning element time tracking entry or budget position is next edited e The deletion of groups has a permanent effect namely that o the group and associated amounts are no longer displayed in the budget overview o to all planning elements time tracking entries and budget positions using the deleted groups must be assigned a new group when next edited Effects of changing the currency symbol e The currency is not aut
82. ck selection to add a new resource Click the Arrow in the button to see the drop down list of all resources that have been added to the project In the new project you will see the resources that are involved in the other InLoox PM projects Click Delete all contacts to clear the selection e Use Drag amp Drop to shift a resource to another box e g from the Partner box to the Customer s box by clicking the respective name and dragging it with the mouse to the field e Pull out a resource out of the box in order to remove it e Press CTRL and drag a resource to another box to copy it 40 InLoox X Add a status and date Add the following project data in the Schedule area to organize your project list more easily Status Specify the state of the project development Choose between In progress Completed or Discontinued TIPS o The display in the project list depends on the status controlls the display of the project list For more information see Generate personalized views o You can customize a status For more information see Change the project status Start and End Select from the calendar a date for the project start or its end The current date is preselected when creating a new project The end date must not be earlier than the start date NOTE The display of the project depends on the project start and end Change the project status The status defines different project states and degrees of completion You can find the pro
83. ckages of all members of projects of which you are manager with state completed IMPORTANT All open work package assigned to you are displayed These work packages containing planning elements It is possible to create new work package in the Planning page in which for example you can assign a resource to a activities and inform them via the dialog box InLoox o Refresh Via the Refresh button all changes will be updated and the view reloaded o Display work package details Choose one work package from the list and click Open Details o Open an associated project Choose one work package from the list and click Open Project o Mark work package as complete Choose one work package from the list and click Work Package Completed o Booka time tracking entry Choose one work package from the list and click Add Time Tracking Entry to Project o Synchronize with Outlook elements Choose one work package from the list and click Synchronize Choose from the drop down list With Outlook Task or With Outlook Appointment E o Print a work package view Click Print to start the quick print feature of the archive view o Open an InLoox PM help Click Help o Search work packages Use the filter feature TP For more information see Search and find projects 165 InLoox X o Group work packages For the best overview you can group the work packages Do the following Group by one of the column header by clicking on it and dropping to the gr
84. click Resources to check the resource utilization TIP For more information see Open and manage resources e Load the existing data of one mind map On the Templates tab in the Templates group click Load Template and choose the needed format from the drop down list You can also load a template from the gallery view in the InLoox PM Templates group TIP For more information see Load a mind map template e Save an existing mind map as atemplate On the Templates tab in the Action group click Save Template to save a mind map in order to insert it as a picture or in other format to PowerPoint Word or in the other project TIP For more information see Save a mind map template e Send mind map vie email On the Templates tab in the Action group click Send Template by Email to send a mind map e g to your colleagues e Format the mind map On the Format tab in the Format group you can customize font background and frame color of the selected node e Format the child node On the Format tab in the Format group click Format Child Elements to apply the selected format of the mind map to the child nodes e Add a symbol to the node Select one node from the mind map and choose symbole from the Symbols gallery view on the Format tab 46 InLoox X Create a mind map On the mind map page of the project you can collect and organize ideas and information visually In a mind map you always have all ideas concepts and drafts at a glance 1 Open
85. cost rate Type the respective values in the Purchase price and in the Selling price field 8 The Is asset billable check box is selected automatically to include the resource costs of this work package to the expenses plan resources 9 Select the This task is already completed check box in the Status area The status shows whether the particular resource has completed his her task 10 Click OK e Edit a resource 1 Inthe New Activity New Milestone or the Edit Activity Edit Milestone dialog box on the Resource tab choose the resource s name from the Name list 2 Click Edit and make your entries in the dialog box 3 Click OK e Remove a resource 1 Inthe New Activity New Milestone or the Edit Activity Edit Milestone dialog box on the Resource tab choose the resource s name from the Name list you want to remove 2 Click Delete e Check the work amount 72 InLoox X 1 Inthe New Activity New Milestone or the Edit dialog box on the Resource tab click Work amount h to open the Resource overview The Resource overview displays an overview of all resources involved in one particular project or in all projects TP For more information see Open and manage the resource overview 2 Click Close Assign skills to resources Using the InLoox PM skill management you are able to assign any qualifications and skills such as language skills special knowledge of industry sectors certifications and many more to
86. ctivity resource added InLoox PM generates this message if a resource is added to a summary activity using the New Summary Activity Edit Summary Activity dialog box TP For more information on how to add a resource see Add resources Summary activity resource removed InLoox PM generates this message if a resource is removed from a summary activity using the New Summary Activity Edit Summary Activity dialog box TP For more information on how to remove a resource see Add resources Summary activity deleted InLoox PM generates this message if a summary activity is deleted from the project plan on the Planning page 85 InLoox X TIP Eor more information on how to remove a summary activity see Create and edit a summary activity Print a planning You can also print an existing planning e g in Adobe PDF format All printing settings and features can be found in the dialog box Print You can choose all settings and options in this dialog box 1 Open an existing project 2 Inthe project on the Start tab in the Section group click Planning 3 On the View tab in the Common group click Print The Print dialog box will be displayed 4 Do one of the following o Click Preferences in the Select Printer area to change the paper size output format or other settings o If you want to specify individual pages or sets of pages to be printed in the Pa
87. cts o Issue a report Optionally you can also issue a report in this view by clicking Reports in the Reports group TIP For more information about reports see the category Reports Features in the timeline overview The following features can be found in the timeline overview e Open a projectOpenCreate a new project Double click on the empty space in the time line overview or right click there to open the context menu and choose New Project from the list TIP For more information see Create a project e Search the projects Type a text in the search bar to find quickly the respective information also within a project TIP For more information see Search and find projects Features in the context menu The context menu provides you with almost all basic features that can also be found on the InLoox PM Ribbon such as New Project Open Delete Project Refresh Copy and Paste Expand and Collapse All Groups Show Filter Group It has also provides the features Today Day View Week View and Month View Right click in the timeline to open the context menu New Project en Delete Project 4 Refresh Today c Day View Week View FI Month View Show Filter Group 23 InLoox X Keyboard shortcut e F4 Create a new project e F2 Refresh the project list e CTRG P Print the project list e CTRG C Copy a project into the clipboard e CTRG V Paste a project from the clipboard to the
88. d Revenue Expense time Business lunch hours 050 4000 2000 Expence Plan Resources 29 New Actual Expense Expense time Conference call wi hours 100 40005 40005 Expenses material 23 P M ee Expense time Prepare base mat hours 19450 40 005 7 780 00 Expense time Conference call hours 200 40 005 80 00 Expense Revenue Revenues 7 P Edit Budget Expense time Customers visit hours 200 4000S 980005 Plan Actuak Actual X Delete Budget Expense time Briefing hours 300 4000S 12000 2d Expense time Projectplanning hours 200 4000S 80005 I Copy Expense time Overview plan hours 100 40005 40 00 Plan Actuat Plan Fi Paste Sere 25 Generate Actual Revenue All Positos Budget Status Selected Positions 111 InLoox X Issue a report for the budget Issue a report to each budget document and send it as a document via email 1 On the Budget page in the budget list choose a budget to which you want to issue a report 2 Click the Reports tab 3 Do one of the following o Inthe Create Reports group click Create Report in the New Report dialog box in the Report tab choose a template from the Use this template drop down list Filter the data you wish in the Budgets tab and then click Create TP For more information on how to issue a report and adjust the data see Create a report o Inthe Reports group choose a report you want from the gallery view e g Offer In the Print Options dialog box choose the output
89. days The percentage indicates the workload of the resource The time period and duration display the length of the workload 171 p aanas nLoox X e A click on a resource displays a graphical overview of the workload data within the defined period These include the projects and activities which have been assigned to that resource as well as the Exchange calendar if the resource is internal e A yellow field indicates that a resource is occupied but not overallocated in the specified time period e Ashaded yellow field indicates that a resource is overallocated in the specified time period TP You can edit several entries in the load chart at the same time by clicking the respective entries while holding down the CTRL key Then right click to open the context menu and perform the required action Interaction between InLoox PM and Outlook elements Quick access panels for tasks and calendar InLoox PM enables you to link Outlook tasks and appointments by using quick access panels InLoox PM synchronizes all information automatically Calendar items can be connected with milestones and activities in the InLoox PM project planning You don t even have to open a project to gain real time information about the respective project Project planning changes e g appointment changes are automatically synchronized 1011 0012 Rita Meyer Ink x x a d InLoox PM updates start and end date of this item automatically Complet
90. der in Windows Explorer or the web browser in the case of a SharePoint document library e Update Document List Refreshes the document folder view and the document list by reading all entries of the file store or SharePoint system This feature is available on the Edit tab in the Documents group TP For more information see Create and change the document folder path in the Create the Document folder path e Clean Document Folder Removes all orphaned entries of the document list This feature is available on the Edit tab in the Documents group TP For more information see Cleaning the document list e Choose the document folder path On the Edit tab in the Documents group click Folder TIP For more information see Create and change the document folder path e Delete the document folder path On the Edit tab in the Documents group click XX InLoox PM selects the document folder anew according to the document folder rule as soon as a new document is added to the project e Print a document list On the View tab in the Common group click Print to start the quick print feature of the document list on the right side TP For more information about printing see Generale features and print of the project list in the Print in the project list e Expand or reduce the document folder view Change the view with the help of Expand All or Collapse All on the View tab in the Common group to make clear the document folder view e Choose Fields
91. e The sequence of this list corresponds to the sequence displayed in the projects on the Management page WARNING Effects of editing or deleting a status Adding a new status has no effect on existing projects Changing the sequence of states has no effect on existing projects Changes to the state e g name progress in take immediate effect in all relevant projects Deleting a state causes all projects using it to remain without state until the user makes a manual correction Create and change comments Use comments to leave any additional information on the project Comments contain text based information and the creator s name time and date of the entry as well as hyperlinks symbols or images InLoox PM allows any number of comments from different persons Article content Create a comment Customize a comment Create a comment Create a comment in any project 1 Open an existing project or create a new one TIP For more information on how to create a project please see Create a project 2 Onthe Management page in the Comment box type the comment you want to leave Enter here for example the project objective the order type or internal remarks You can format your text comment and add hyperlinks symbols and images Please find the complete instruction in the Customize a comment area below 3 Click Post Comment IMPORTANT As soon as you save your comment with this command you cannot edit it again Now you se
92. e new password field Click OK Now you can use your new password for the InLoox PM Authentication TP For more information on how to log on see Log on as InLoox PM user NOOO Log on as InLoox PM user Choose between Windows Authentication and InLoox PM Authentication to logon to InLoox PM TP Create an InLoox PM account to be able to logon as InLoox PM user For more information see Create an InLoox PM account 1 On the InLoox PM tab in the Extras group click Log on as NOTE In Outlook 2003 2007 click InLoox PM Folder in the InLoox PM Toolbar and then Log on as 2 On the InLoox PM Authentication dialog box choose InLoox PM Authentication InLoox PM Authentication xa InLoox x Windows Authentication InLoox PM Authentication User name Password Always use this credentials 3 Type your user name for the InLoox PM authentication in the User name field 4 Type your password in the Password field 5 Activate the Always use this credentials check box if you want to save your authentication data in the system 6 Click OK TP As an InLoox PM User you can change your password anytime See Create an InLoox PM account in the Change the InLoox PM password section 198 InLoox X Select a suitable system for data storage As of version InLoox 6 the InLoox PM data storage has been redesigned to support data storage in SQL databases SQL Standard Query Language to provide an effective
93. e o This Outlook itemis linked to an InLooxPM planning item Not Started Normal Ss 7 MT Owner Rita Meyer a Project a roja nane peca Number EE ramina Item Name Competition analysis Sart Mittwoch 2 November 2011 08 00 tra A 172 InLoox X Article content Synchronize with the task list the calendar out of the project Synchronize with the task list the calendar out of the InLoox PM workpackage list InLoox PM items in the Outlook task list the Outlook calendar Synchronize with the task list the calendar out of the project Please follow these steps to synchronize the Outlook task list or the Outlook calendar out of a project 1 Open the respective project by clicking Projects in the Outlook Ribbon Now select the respective project from the project list and open it by double clicking it NOTE In Outlook 2003 2007 click the InLoox PM Folder in the InLoox PM Toolbar Then double click the respective project in the project list In the project on the Start tab in the Section group click Planning Click the planning element that is supposed to be synchronized On the Edit tab in the Actions group click Synchronize With Outlook Task With Outlook Calendar A new Outlook element will be created in the Outlook task list or the Outlook calendar AON Synchronize with the task list the calendar out of the InLoox PM workpackage list This is how you can synchronize y
94. e selected item e g 95 or 2 34 You can also issue a credit items by entering a negative amounts 2 Inthe Unit s enter a value The selected unit is linked to the according price per unit Select a unit if there is more than one or change the unit price manually NOTE All prices are without VAT because InLoox records only net earned premiums 3 Enter Purchase and Disposition price 4 Inthe Total field you can see now the position amount Price per unit multiplied by quantity o More information to the budget position on the Details tab 1 Inthe Performed by field click o add a person s name who creates this budget position document NOTE Use quick selection to add a new resource Click Arrow You can see in the drop down list all resources which have been added to the project 2 Inthe Provision date choose a date for the provision services or delivery date NOTE This date is set automatically as a start date by actual expenses time tracking for the time tracking item 3 Select the Billed control box NOTE Only for the position of the budget types actual expensesor planned expenses This is set automatically once the position or the entire document has been billed 4 Select the Billable control box NOTE Only for the positions of the budget types actual expensesor planned expenses The positions with this status are not included in the actual revenues o Further information to the budget position on the Cust
95. e series invisible or visible e Inthe Budget Overview group click on Show Values to display series labels and currencies Article content Description of the tabular overview Chart type by type Chart type by group Chart by date Chart type expense vs revenues Description of the tabular overview The overview area gives an ongoing comparison between the amounts of the management planning and budgets pages in the table The list represents you all amounts cumulated by group Column Description Each group has one row NOTES e Amounts in the columns 2 10 are cumulated by group e The row amount shows the totals from each column e An internal price per hour is recorded for each group Grou p TP The internal prices per hour and the available groups can be customized under Create and edit groups e f you insert an individual price per hour for the resources the group costs will be ignored TP For more information about the individual price per hour for the resources see Add resources Expenses of all activities from the planning page Planning page They include the resources with recorded working time Planned expenses Method The total work time of all resources is multiplied by the group purchasing resources price for each activity All activity expenses are cumulated by group TP For more information about the group purchasing price see Create and edit groups 119 InLoox X
96. e the saved comment in the list below TIPPS e Click the arrow Won the right to open it e On the View tab in the Common group click Expand or Collapse in order to open or close the comments in the comment preview Click Expand all above the comment list as alternative e You have however the possibility to delete it Click Delete Xin the comment preview to remove the comment You need the corresponding permission to do this For more information about assigning permissions see Set up permissions 42 _ InLoox X InLoox PM always saves the name of the person who made the changes InLoox PM displays the Outlook Windows or InLoox PM account name Customize a comment You can change the appearance of your comments with InLoox PM features Compose and customize your comment with different fonts colors sizes etc to arrange the comment information clearly and manage it more easily All comands for formatting are on the Format tab Change the font e On the Format tab in the Font group you can select the font font size font style bold italic strikethrough double strikethrough subscript superscript underline and double underline font color and text highlighting e You can also increase or decrease the size by one increment and change the case Add a numbered or bulleted list 1 On the Format tab in the Font group click the Bullets or Numbering command Press ENTER to add the next list item 2 InLoox PM in
97. e tracking list those entries are displayed which correspond with the defined criteria o Refresh All changes will be updated and the view reloaded via the Refresh button in the Current View group o Issue a report Optionally you can also issue a report on this view by clicking Reports in the Reports group TP For more information about reports see the category Reports Features of the time tracking list The following features can be found in the time tracking list e Open an entry Double click on one item in the time tracking list or right click on the item to open the context menu and choose Open from the list e Group the time tracking list Draw the column name into the area above the list Features in the context menu The context menu provides you with almost all basic features that can also be found on the InLoox PM Ribbon such as New Entry Edit Create Reminder Open Associated Project Refresh Show Filter It has also provides the features Expand and Collapse All Groups and Switch to Project list Right click in the time tracking list to open the context menu 148 InLoox X New Entry Edit T Create Reminder Open Associated Project 4 Refresh Swatch to Project List Filter ausblenden fy Choose Fields e Choose Fields This feature sorts and organizes the entries by selected data o On the Choose Fields dialog box click one field e g Customer and drag it into the column headers o Re
98. eaeeegeaeeseaeeseeaeeseaeeseaaeeseaeeseaaeeseaeesseaeetaes 41 Createand chanige comments irssi iriran epee ea aaaea ac ves aE E a Eaa EA REK aSa a AEE Deea 42 Add other Project IMfOMMaAtlO Mae ceceleeeveiissedevedlecechad oes na S RE N 44 Mnd maps aise oad vetoed weep de E vovada xy wsaee febevieaded pe vacdexsdvenextea O a 45 Work with the mind Map isccencccsescceceteceuasnncetenneseasnnesdeeedadesecevingtdvee RANA NRE EEA E a ANAA 45 InLoox X CHEATS AMA MaD sae zi caddis otsein a aE aeaa aa Eaa Eaa a A AA EAE Ea EEEE PEER 47 Greate and edita NOde sirosis asrine eneninda ekaan eaa aoaaa Eaa Ta aaa aa Aaaa SEa A E E araa 47 Add resources to the Node croeer draeniad eaa RAN AAE eA KE A EE E RAEE 49 Add documents to the Node ressesie A Aaa eia ANE NAE 50 import a mind Map teMpPlate sinss aE a E E a EEE O AEO S teeny 51 Save mind map template iisnnriiisioi tanenin ne iaaiiai aana anaia ERa Ka iad aaant ad aaas ane iaa 52 Manage mind map templates 53 Copy a mind map to the planning ccccccccceceeeeeeneeeeeeeeeneeeeeaeeceaeeesaeescaeeseaeeceaeeeseaeeseaeeseeaeeseeesseaeeseaes 53 Ind FEU A19 errr eee ee etree er Cert rerremer reer eee terre tree S rere reer pereerretrrerrrce terre rere tr 54 Work witht te panning esorare e E E ase neeetidel Gateeentenst 54 Work withthe Gantt han iis c sscacdesvssessctete eure ets eneiniad oaea a ep keeda ieaiai ea ieee 58 Greate planning elements issis tevenn naadi id aaia Kaa aE A AEE NAE 60 Create
99. ear and the last Actual expenses actual revenues Shows the system wide actual expenses and actual revenues of the month current month and the last 11 months Actual expenses actual revenues Shows the system wide actual expenses and actual revenues of the quarter current quarter and the last 3 quarters Actual expenses actual revenues Shows the system wide actual expenses and actual revenues of the year current year and the last year Top 5 Projects actual margin Shows a ranking of the top 5 most profitable projects Shows an overview of the progress and the cost effectiveness of your Project status overview projects 146 a wae InLoox xX Time tracking view Adjust the time tracking view The time tracking enables you to create time tracking entries without opening a project and provides you with the overview of the time tracking entries from all current projects Article content Work with the time tracking view Features of the time tracking list Work with the time tracking view 1 Click the InLoox PM tab on the Outlook Ribbon and then Time Tracking NOTE In Outlook 2003 2007 click InLoox Folder in the InLoox PM Toolbar and then Timeline in the InLoox PM project list Media Consulting Performed by Gordon Newman newman inioox net 486 00 Stunden Editing meeting Implemert GordonNewman 20 02 2011 0400 20 02 20 results Discuss possible Research
100. eature of the resources TP Eor more information about printing see General features and printing of the project list in the Print in the project list section o Refresh Use the Refresh button to update all changes and reload the view This button can be found on the Start tab in the Current view group Enlarge or reduce the resources On the Start tab in the Current view group click Zoom In or Zoom Out to change the zoom level of the view The available values are Years Quarters Months Weeks Days Hours Show exchange calendar On the Start tab in the Display group click Exchange Calendar This option displays or hides the information of the Free Busy feature of Microsoft Exchange Server InLoox PM takes account of the Exchange Server calendar information when calculating the workload if this option is activated o Show workload labels On the Start tab in the Display group click Workload Label This option displays the work load in percent in the time bars o Show completed activities On the Start tab in the Display group click Completed Activities All activities with the status done will be displayed if this option is activated O 8 8 O NOTES Information from the free busy feature of Microsoft Exchange Server cannot be opened o atany time for any time period for external resources o in the offline mode for internal resources Context menu of the resources The context menu provides you with a
101. ect Click Project list in the InLoox PM Ribbon to switch to the InLoox PM project list Choose the project from the project list that you want to delete In the InLoox Ribbon on the Home tab in the Delete group click Delete or right click on the project and choose Delete Project from the context menu oN gt Copy and delete projects in Outlook 2003 2007 You can copy or delete selected projects in the project list The description below explains how to do it Article content Copy a project Delete a project Copy a project 1 Click InLoox Folder in the InLoox Toolbar to switch to the InLoox project list 2 Choose the project from the project list that you want to copy 3 Use one of the following actions to o Copy with the keyboard shortcut STRG C o Copy with the context menu by right clicking on the project Choose Copy from the list o Copy via Copy button Elin the menu bar 4 Paste the marked project by using one of the following actions o Via the keyboard shortcut STRG V via the context menu or via the Paste button Gin the menu bar NOTE Please choose another project number for the copied project in order to edit it See Set a project name and a number for more information 27 InLoox X Delete a project Click Inloox Folder in the InLoox Toolbar to switch to the InLoox project list Choose the project from the project list that you want to delete Click Delete in the menu bar or right click on the pro
102. ect list Add more information to the project list Use the Choose fields feature to organize the project list by selected information o Right click on the project list to open the context menu o Click Choose fields in the context menu o On the Choose fields dialog box click the field you want to add and drag it into the column headers NOTE Reset the fields via Drag and Drop into the project list Define individual fields You can implement the workflows for all users with this feature Example The development department staff only sees projects with the status Development If the status changes to Bill the project becomes visible to accounting staff for other persons the project remains hidden TP For more information see Search and find projects Create custom fields Custom fields enable you to expand the data model of InLoox PM to suit your own requirements New fields can be created for the entire project or for one page of it mind maps planning time tracking documents or budgets Field names are freely definable InLoox PM supports several data types in custom fields Please follow these steps to create a new custom field 1 Open the dialog box InLoox PM Options TP For more information on how to open the InLoox PM options please see Open the InLoox PM options Click Custom fields On the right side you see the Custom fields section Mandmaps Warnung Alle Anderungen werden sofort in de Datenbank geschneben Bud
103. eeeeeeeeeseaeeeeeaeeeeaeeeeeeeeeeaeeseaeeeeeaeeseaeeseeeessaeesseneenes 177 Customize ANd CONFIQUIE eccceceteececeeeeneee tenes eeeeeeeeaeecaeeeseaeeseaeeeeaeeeceaeesgaeesseaeeseaeeesaeessneeseaeesseeeeseaeeeaas 180 Change the languages iscisscciesszseeececgeee cepsct enn seeg aaneen aiaa aeaaeai iiianoe tease 180 Generate personalized VIEWS cccccccecceceeeeeeeeeeeeaeeeeeaeeceaeeeeeneeceaeeeeeaeesaeeseeneegeaeeseaeeseaeeseeeeseaeesseneetes 181 Greate CUSTOM fields rsss hienn a eE dienes eta een vee entreaties 183 Customize the InLoox PM language files ccccceceeeeeeeeeeeeneeeeneeeseaeeeeaeeeseaeeseaeeeseaeeseeeeseaeesseaeeseaeenaas 184 Generate and edit QrOUPS cccccecceceenceceneeeeeeeeesaeeseaeeeeeaeesaaeeseaeeeseaeeseaeesdaeeedaeeseaeeseeaeescaeeseeeeeseaeenaas 185 Open the InLoox PM Options iissa anaa aa aai Ae AE NA E ENANA 187 Open the InLoox PM options in Outlook 2003 2007 ccccccccssscecesesneeeeesseeeeseseeeessseeeeessnaeeeeesiaeeeess 187 Work offline with INLOOX PM eisisiissinscdeadiaesnih siisii AAE ae KAE R EA EE REEE 188 stall LOOK Plasera TE ERTE AE E E AE E 188 stall Loox PM aiiai NANa EEEREN NEEE E EEEE 188 Request support for the InLoox PM installation esssssessseesssnansnnnassnnnansnnnansnanansernnesnnnnanernnesnnnnerennnee 189 Security and privacy scieienw ce eaielon ai i aa aia eiaa elie 189 SEL WP PONMISSIOMS siss cess chceeascie vee desyecceandecntsedevcstg china testevesse
104. een otherwise agreed further liability on the part of InLoox within the meaning of liability for defects is excluded In particular liability for defects does not apply if and to the extent that the Software is improperly used by the Customer or used in a defective or incompatible hardware or software environment The same applies in the event that the Customer undertakes unauthorised modifications of the Software g The statute of limitation for claims for defects is one year as of the statutory commencement of the limitation period 7 Liability 204 InLoox X l The following limitations of liability apply in case of claims for damages of the Customer arising from liability for defects or from any other reasons 1 InLoox is liable for intent and gross negligence in accordance with the statutory provisions The same applies to injury of life body or health as well as to claims arising from warranties or from the German Product Liability Act Produkthaftungsgesetz ProdHaftG 2 Moreover InLoox is only liable for culpably infringing contractual obligations the fulfilment of which renders a correct execution of the contract possible and the Customer can always trust on said material obligations being observed cardinal obligation This includes in particular the obligation to fulfil a performance free from defects In this case InLoox s liability is limited to the loss or damage foreseeable upon conclusion of the contract 3
105. egins End to End The activity B cannot be completed until the activity A that it depends on is completed E g the activity A is Write texts and the activity B is Check texts The Check texts activity cannot be completed until the Write texts activity is finished Start to End a The activity B cannot be completed until the activity A that it depends on begins This type is also called jump sequence The jump sequence chain forms the latest possible project start E g the activity A is Print a brochure and the activity B is Send for printing The Send for printing activity must be finished before Print a brochure begins Edit dependencies in the Gantt chart This is how you can generate and edit dependencies 1 Select the element from your project plan that is supposed to be the successor Double click the element or click on the Ribbon on the Edit tab in the Edit group Edit 2 Inthe Edit Activity or Edit Milestone dialog box click on the Dependencies tab 3 Mark in the Available area the planning element that is supposed to be the predecessor Then click the gt gt button to the Selected area 4 Then click the Edit button to define the type of the dependency 5 Confirm with OK twice NOTE To edit an already existing dependency between two planning elements you can also double click the connecting line between those two elements in the Gantt chart 68 InLoox
106. ehendes Projekt oder erstellen Sie ein neues TPP Uber die M glichkeiten wie Sie ein neues Projekt anlegen k nnen erfahren Sie mehr unter Anlegen eines Projekts 2 Im Projekt auf der Seite Betreuung in der Gruppe Bereich klicken Sie auf Planung 3 Auf der Registerkarte Ansicht in der Gruppe Details klicken Sie auf Kritischen Pfad anzeigen Medaberatung 200 InLoox PM Projekt Bearbeiten J Berichte E 6 P Name staan Endastum 2082 Mo Di 08 Mi Do Fr 12 Sa 12 So 13 Mo Di 15 Mi Do Fr 18 a Projektplan 08 13 2031 15 12 2011 1 E J Marktanalyse 08 112011 11 112011 1 HO 8 Konkurrenzanal 08112011 09 11 2011 1 _ BEER Informationsbr 11112011 15 112011 1 pa Ea Kommunikationsma 14112011 17 112011 1 _ i ia 8 P Media analysis 15 11 2011 17 11 2011 1 mato Boo P Bewertung 14112011 1411 2011 0 4 November h ia Kommunikationsian 14 11 2011 17 11 2011 1 76 InLoox X HINWEISE e Der kritische Pfad wird immer rot markiert und die farbigen Kennzeichnungen werden ausgeblendet e Sie k nnen auch mithilfe des Befehls Puffer anzeigen sehen um wie viele Tage Sie die Planungselemente verschieben k nnen bis sie kritisch sind Auf der Registerkarte Ansicht in der Gruppe Details klicken Sie daf r auf Puffer anzeigen e Planungselemente die dem kritischen Pfad angeh ren werden im Proj
107. ektplan in der Spalte Ist kritisch als kritisch angezeigt Set a work time calendar InLoox PM adapts to the working times of your company In the InLoox PM options you can set individual working time models to display for example part time work shift work or weekend work 1 Open the dialog box InLoox PM Options TP For more information where you can find the InLoox PM options see Open the InLoox PM options 2 Under Planning click Working times On the right side you see the Working times area TH Calender Standard v New Edit Delete 24 7 Night shift Day shift fimes Workday Part time SO percent k Part time 60 percent Disposal shift po v TTOStasy USNO TEDO 7 3 In each area you can choose the following options 1 Calendar Add anew calendar On the Calendar area click New On the New Calendar dialog box in the field Name enter a new name and click OK Now the new calendar is displayed in the drop down list in the Calendar area You can add to the calendar Working times Working days and Days off Edit a calendar Select a calendar from the drop down list in the Calendar area and click Edit On the Edit Calendar dialog box in the Name field change a name and click OK Remove a calendar Select a calendar from the drop down list in the Calendar area and click Delete 2 Working times 1 Select one day from the list and Click Edit 2 Inthe dialog box Edit Working Daydo the following Select tthe
108. element PEE THe S TP For more information see Create and edit an activity or Create and edit a milestone A InLoox PM communicates a conflict with this symbol if a predecessor will be moved Create planning elements Create and edit an activity It is recommended to divide the planning into activities An activity is a planning element with a defined start and end date or a defined duration which is narrowed down content wise by the underlying work packages Please follow these steps to divide the planning into several activities TP For more information about work packages please see the category Work packages 1 Open an existing project or create a new one TP For more information on how to create a project see Create a project 2 Inthe project on the Start tab in the Section group click Planning 3 Create a planning by adding activities In the Planning page in the Edit group click New Activity NOTE Create your planning faster by adding new activities by using the Copy and Paste feature in the Edit group TP You can also add another project element like a milestone For more information see Create and edit a milestone 4 Inthe New Activity Edit Activity dialog box you can adjust the activity to your requirements 60 InLoox X Edit Activity f Item is a milestone B Highlight Flag None X Color A Time frame 1 1 8 00 AM 11 10 2011 11 00 AM 4
109. ely Unless InLoox provides other terms and conditions with an update or upgrade the terms and conditions of this EULA shall continue to apply Users may refuse to accept an update or upgrade However upon release of an update or upgrade InLoox may have no further obligation to support the previous version 9 Start and End of the Customer s Rights 1 The ownership of the supplied items and the rights in accordance with 2 and 3 shall not be transferred to the Customer until complete payment of the purchase price Before that he only has a preliminary right of use in accordance with the law of obligations revocable in accordance with 9 2 2 InLoox shall be entitled to revoke the rights in accordance with 2 and 3 for important reasons in particular for the reasons specified in 3 of the General Terms of Business of InLoox or to terminate the Agreement respectively An important reason particularly exists if the Customer does not effect the due payment if he continues to infringe the obligations under 2 and 3 of this Agreement in a substantial way despite written reminders or in the event that a petition of bankruptcy has been filed in respect of the Customer s assets 3 If the right of use in accordance with 3 in conjunction with 2 does not occur or if it should end InLoox shall be entitled to demand from the Customer the return of the provided goods or demand a 205 InLoox X A written assurance tha
110. ement page in the In charge area add team members for the project Choose a contact from the InLoox PM address book TP For more information see Add project team members Click Save and Close With role based permissions the InLoox PM contacts get access to those projects where they are involved as team members TIP For more information see List of the permissions 157 InLoox X Add manage or delete an address book You can add or manage the InLoox address books in the Contacts view The InLoox address book is a collection of address books or address lists created from your InLoox PM contacts 1 2 On the Outlook Ribbon click the InLoox tab On the InLoox Ribbon in the Views group click Contacts NOTE In Outlook 2003 2007 click InLoox Folder in the InLoox Toolbar and then Contacts in the InLoox PM project list On the Start tab in the New group click Address book NOTE In Outlook 2003 2007 click Address book in the InLoox PM project list Choose Manage Address Books from the drop down list In the Address Books dialog box perform one of the following actions Address Books x Address Book List New Name Visible for all users Modify InLoox book o Create anew address book Click New In the Create Address Book dialog box type a name in the Address Book Name area Activate the Visible for all users check box if you want to share this address book with the other users Click OK
111. emplate Use already existing Microsoft Project files for a new project planning A planning template includes milestones activities and summary activities TIP For more information on how to create a planning template see Save a planning template 1 PWN Da 1 Open an existing project or create a new one TIP For more information on how to create a project see Create a project In the project on the Start tab in the Section group click Planning On the Planning page on the Templates tab in the Action group click Import Templates In the drop down list choose one of the following file formats o MS Project File o MS Project Exchange File o XML File o InLoox PM Planning File You can load a template from your local data in these formats You can also select the saved templates in the InLoox PM Templates group in the gallery view If you have chosen an already saved template the Load Template dialog box will be displayed Load Template mm Dy Load Templates Start date Automatic Calculation Manual Calculation 30 08 2011 ly 08 00 J Load resource data J Remove completion data aD ere Choose between Automatic and Manual Calculationto define the working times of the related work packages Automatic calculation when using automatic calculation all existing constraints will be replaced by a Start as soon as possible constraint The activities and milestones are allocated in accordan
112. ench language skills uent inspoken ar Project locks International experience Atleast one year of License key Web App options amp Skill Assigment User settings CMS Experience English ian Andreas Hug Experience as project direc Delete Rita Meyer English language skills Expe Max Schiller Relational databases Spani TPS For more information about how to assign skills to resources please see Assign skills to resources For more information on how to open the InLoox PM options please see Open the InLoox PM options Undo and redo InLoox PM 7 enables you to reverse entries or to restore cancelled entries Click therefore in the planning on the Edit tab in the Edit group Undo to reverse the latest entry or click Redo to restore a reversed CP Undo entry a Redo Individual working time calendars In the InLoox PM options you can now create individual working time calendars with which you can integrate for example part time shift or weekend work With several individual working time calendars you can include different working times or holidays at different company sites Then you can assign different working time calendars to the different elements in the project planning 128 InLoox xX NN SSS Options Permissions a Calendar 5 Mind Map gt Planning iii Standard Jiz New 5 Notifxations Templates a Working Times Skils More options ing Ti H Edit Weekday Working Times Workday Budgets a S
113. enses planned other per group Expenses actual time tracking per group Expenses actual other per group Revenues planned per group Revenues actual per group Chart by date In the chart By date each row shows the cumulated revenues planned revenues actual revenues and expenses planned expenses actual expenses time tracking actual expenses of the project within a pre defined time period Element Description Costs of all activities from the planning page They include the resources with recorded working time Planned expenses Method The total work time of all resources is multiplied by the group purchasing resources costs for each activity All activity expenses are cumulated by record time TP For more information about the group purchasing costs see Create and edit groups All planned expenses from the budget page Planned expenses other Method Budget documents of planned expenses type are totalled and or cumulated by record time All planned revenues from the budget page Pl d eee eet Method Budget documents of planned revenues type are totalled and or cumulated by record time Actual expenses time tracking from the budget page Method Actual expenses time tracking are calculated automatically Time tracking Actual expenses __ litems from the time tracking page multiplied by the group purchasing costs time tracking cumulated by record time
114. ent Resource A team member that is assigned to this work package Work amount h Workload of the resource Status Shows you whether the particular resource has completed his her task NOTES e Start and end date that have been changed from synchronized Outlook elements will be overwritten if the project plan is changed e The user no longer has to move a synchronized Outlook element Quick access panel for contacts In InLoox PM you can link Outlook contacts with the respective projects So you can see in the Outlook address book the role assumed by a certain contact whether he or she is a project director team member customer or partner ua Treatman Sr sulting Ltd tman inlogo net tman Sr Treatman inlogo net 05673 Embarcadero Center Francisco CA 94111 Role Team members Product Catalog 2011 Team member Role Partners Tradeshow 2011 Partners This is how you can use the quick access panel for contacts 174 InLoox X E 1 Open a contact from your Outlook contact list 2 Now you see a list of all projects this contact is assigned to The standard grouping depends on the contact s role in the project TP For a detailed description of the InLoox PM items on the quick access panel see Quick access panels for tasks and calendar in the InLoox PM items in the Outlook task list the Outlook calendar section Quick access panel for E mails InLoox PM provides you w
115. er may exclusively use the Software for each license on a standalone computer no matter if it is a workstation notebook or PDA except in such cases where he purchases a network license The use of the Software also implies loading the Software into the 202 InLoox X l temporary memory of a computer or similar object or installing the Software on a permanent storage medium e g hard disk DVD CD ROM or similar However the Parties may come to differently worded agreements in an individual Agreement issued in writing 3 A user manual and any other documents possibly provided by InLoox may only be copied for the company s internal purposes 4 The Customer shall not be entitled to transfer the Software without the written consent of InLoox this applies in particular in the event of sale InLoox shall agree to the passing on of the Software in whole or in part to a third party under the following conditions The Customer hands over the original data storage media if there is one this EULA and the General Terms of Business of InLoox to the third party deletes all other copies in particular on data storage media in read only memories or main memories he definitely stops using the Software and submits a written confirmation of the fulfilment of his duties to InLoox The third party declares to InLoox in writing that it has received the aforementioned components and acknowledges them as binding in the legal relationship wit
116. es are not supported by InLoox PM Article content Manage an attachment Management methods Manage an attachment 1 Choose an Outlook element e g an email from your Outlook inbox 2 On the Outlook Ribbon in the Start tab in the InLoox PM group click Add to Project NOTE In Outlook 2003 2007 click Add to Project in the InLoox PM Toolbar 3 Inthe Add to Project dialog box do the following 1 Choose a project from the project list to which you want to add the element TIPS Use the filter to search for the project For more information see Search and find projects Use the Recent projects button The drop down list displays projects you opened recently organized by numbers Click Clear selection x if you want to change the choice 2 Inthe Add Outlook element to project area do the following Activate the Create new time tracking entry check box in order to add a new time tracking entry to the project Time tracking entries are the records of time spent for a project e g for work carried out TP By clicking OK the New Item dialog box will be displayed Fill out this dialog box with the required information For more information see Create and edit a time tracking item Activate the Add to document store check box With this option you can assign any email attachments files to a project 1 Inthe Operation drop down list choose between Item including attachments Item without attachments Only attachmen
117. es column minus actual expenses time tracking column plus actual expenses column Cost variance plan vs actual Difference between actual margin and planned margi Method actual margin column minus planned margin column Status A negative amount in the 10th column debit credit is marked red In this case the actual margin is lower than the planned margin This can mean the following depending on the project focus e expenses exceed revenues e revenues are lower as expected e Expenses are higher as expected It is possible to display the total costs revenues profit and cost overruns in the InLoox PM project list TIP Eor more information see Generate personalized views 120 InLoox X m Chart type by type The chart type By type gives an ongoing comparison between the amounts of the management planning and budgets pages The list represents you all amounts cumulated by group Element Description Planned expenses resources Costs of all activities from the planning page They include the resources with recorded working time Method The total work time of all resources is multiplied by the group purchasing costs for each activity All activity expenses are cumulated by group TIP Eor more information about the group purchasing costs see Create and edit groups Planned expenses other All planned expenses from the budget page Method Budget documents
118. esign E Additional iformabon a Name Products Description gt wr TmesnewR l 12 ly Av b j L Me ens a aS Pricing Quantity 1 00 Unit s Products X Purchase price 200 00 Total 200 00 Dispositionpi 320 00 Total 320 00 Standard Details Custom C ea o General information to the budget position on the Standard tab 1 Select one group from the Group list to which the position belongs The group defines the structuring of position within the system TP The groups can be customized under InLoox PM options For more information see Generate and edit groups 2 Select the position you want from the Template list TIP For more information on how to create budget positions for template see Manage budget positions for templates 3 Inthe Name field type a name to change the short position name 4 Inthe Description area you can add the important information on this position TP InLoox PM provides you with the range of the formatting features For the detailed description see Create and change comments in the Customize comments section 5 On the Pricing area do the following TP In the Pricing area all the fields are filled out automatically if you have chosen the position with the already added price model For more information on how to set up the standard pricings model see Manage budget positions for templates 108 InLoox X l 1 Inthe Quantity field enter the quantity of th
119. ete 4 Click OK or Apply to save the changes IMPORTANT When a custom field is deleted all contents of it in all projects are permanently removed from InLoox PM NOTE Each created custom field will have its own box on the selected project site Enter the value in this box Customize the InLoox PM language files InLoox PM uses so called resource files for all texts and messages that are displayed These are located in the program folder on the InLoox PM client If you want to adapt the displayed texts and messages to the requirements of your company you have to modify them in the resource files You can find them in the program folder on the InLoox PM client IMPORTANT List of the language files delivery staus File name Contents InLoox resources Standard language English InLoox de resources German language version InLoox fr resources French language version InLoox es resources Spanish language version InLoox it resources _ Italian language version InLoox ru resources Russian language version Please follow these steps to customize the InLoox PM resource files 1 Close Outlook on the client concerned 2 Open the relevant language file with the InLoox PM Resource Editor This tool can be found in the Download area of the InLoox PM website 184 InLoox X 3 Make the required changes to the file and save it 4 Test the changes on the InLoox PM user interfa
120. ete a project None User has the right to create new address book oe address None books 1E For more information see Add manage or delete an address book Read address Access all address books None Edit address books Allows modifying address books Prerequisite Read address books Delete address books Address books can be removed Prerequisite Read address book Read own address books Access own address books Prerequisite Create adderss books Edit own address books Right to change own address books Prerequisites e Create address books e Read own address books Delete own address books Allows to remove own address books and other users address books Prerequisites e Create address books e Read own address books Use existing reports All reports can be used The InLoox PM report generator filters the data for which the user does not have permission out of the report e g if no right to read budgets has been granted no budget data will be included in the exported reports None Create and edit report templates Allows the creation changing and deletion of report templates TP For more information see Manage the report templates Only available for user based permissions Administrator Controls access to master data maintenance and administrator functions These include the following menu commands in the InLoox PM
121. fax contacts InLoox PM uses the free busy feature of Microsoft Exchange Server for internal resources and integrates the information busy tentative and out of office into the workload diagram 1 Open the Resources overview 2 There are different options to open the Resources overview o Onthe InLoox PM tab in the Views group click Resources Keyboard shortcut Press CTRG O o Inthe planning click on an existing activity or milestone or create a new planning element In the dialog box on the Resources tab click Work amount h In this case the Resources overview displays the utilization information on the selected planning element 2009 0010 Media Consulting Advertising material 2009 0010 Media Consulting Analysis media strategy 2009 0010 Media Consulting Collection of information 2009 0010 Media Consulting Communication research 2009 0010 Media Consulting Meeting 2009 0010 Media Consulting Kick Off Exchange Calender 74 InLoox X l 3 Do one or more of the following o Check resource Click on the resource that you want to check A graphical overview of the workload in the specified time period is displayed A yellow field indicates that a resource is occupied but not overloaded in the specified time period A shaded yellow field indicates that a resource is overloaded in the specified time period o Change the workload of the resource Open the corresponding planning element in the planning
122. format 38 InLoox X e New projects are created automatically with numbers in the new format e Existing projects retain their old numbers e Aonce assigned sequence number cannot be used again Manage categories InLoox PM uses its own category list for the projects which is independent from the Outlook one The list has key advantages in the multiuser versions InLoox PM Workgroup or Enterprise Server in comparison to the standard Outlook category list e The category list is consistent across all workstations This saves manual reconciliation effort between the individual workstations e The list can only be maintained by the InLoox PM administrator which ensures that only standard categories are available To manage a category do the following 1 Open the InLoox PM options TP For more information on how to open the InLoox PM options see Open the InLoox PM options 2 Under General options click Categories On the right side you see the Categories area H Options General options Project number E Categones Project statuses Customers New ee aaa Edit Key Project Groups New Business _ Delete Recurring Project Divisions More options 3 Do one of the following o Insert a new category in InLoox PM by clicking New In the New Category dialog box in the Name field enter a new name o Change the name of an existing category Choose one category from the list and click Edit Remove a category f
123. from the drop down list to collapse or expand groups in the planning view 57 InLoox X Work with the Gantt chart Get a visual overview of upcoming tasks and the utilization of resources InLoox PM provides you with different features to adjust the Gantt chart in a quick and comfortable way IMPORTANT If you have no reading permissions you cannot see planning elements in the Gantt Chart Article content General features of the Gantt chart Description of the symbols General features of the Gantt chart The following features for changing and editing the planning can be found in the Gantt chart e Edit a planning element directly in the planning list You can change the name and the time frame of the element directly in the planning Click on the planning element row that you want to change and enter the new values e Change the position and duration of planning elements Press CTRG and drag the predecessor successor relationship between activities and milestones with the mouse e Move or extend planning elements Keep the SHIFT key on your keyboard pressed and drag the planning element in the required position So the successor and predecessor will not be influenced by the changes e Center the selected planning elements Click on the selected element in the Gantt chart e Zoom in and out the view Press CTRG and scroll the mouse wheel for zooming e Edit dependency Double click on the link line in the Gantt chart The Dependency dia
124. g time to a project This facilitates the consistent and complete documentation of activities for purposes such as billing Click the InLoox PM tab on the Outlook Ribbon and then Stop Watch in the Extras group Now the stop watch box is displayed at the bottom Perform the following actions in this dialog box o Click Start to start recording o You can pause the time tracking by clicking Pause o You can reset the stop watch by clicking Reset 4 Click Add to Project if you have finished time tracking 5 On the dialog box Add to Project perform the following actions 1 Inthe project list choose a project to which you want to add the time tracking entry 1 2 3 TIPS Use the filter to display only projects that meet the defined criterion For more information see Search and find projects Use the command Recent projects The drop down list displays projects you opened recently organized by numbers Click Clear selection x if you want to change the choice 2 Click OK 3 Fill in the New Item dialog box with the required information TIP For more information see Create and edit a time tracking entry NOTE The context menu contains several commands to adjust the project list view Right click in the project list to open the context menu e Expand or reduce the project list view Change the view by clicking Expand All or Collapse All to structure the project list e Choose Fields This feature sorts and organizes
125. ge area choose the respective options Then click Apply 5 Click Print NOTE Be sure that all necessary changes are made before clicking Print The document will be sent directly to the printer after having clicked Print Time tracking Work with the time tracking In the project in the Start tab in the Section group click Time Tracking racking to open the Time Tracking page On this page in the Edit tab you find the following features 86 B InLoox X newman inloox net 486 00 Stunden Gordon Newman Discuss possible Research P Gordon Newman 25 01 2011 0358 25 01 2011 05 13 alternatives e Add anew time tracking entry On the Edit tab in the Edit group click New TP For more information see Create and edit a time tracking entry e Edita time tracking entry On the Edit tab in the Edit group click Edit to add further information to the selected item e Remove atime tracking entry On the Edit tab in the Edit group click Delete to remove the selected entry from the time tracking list NOTE Use multiselection to edit several time tracking entries simultaneously Click therefore on the first entry that you want to edit Then keep the CTRL key on your keyboard pressed and select the other entries that you want to edit Then right click to open the context menu and click the command that you want to execute e Copy and paste Create quickly time tracking entries by using the Copy and Paste feature in t
126. gets neu Bereich Spaltenname Berichte Projekt Advarce Emailvoriagen Bearbeiten Projekt SequenceNumber Kontaktmanagement Benutzerdefinierte Felder Projektsperrung 3 Please select one of the following actions o Create a new custom field by clicking New 1 On the New Custom Field dialog box in the Name field type a name for the custom field that you want to create 2 Select the intended location from the Location drop down list of the field i e the list in which it is supposed to be displayed 3 Select a Type from the list Possible types are 183 InLoox X Text free text value string Integer integer value without decimal point Decimal number decimal number with decimal point Checkbox yes no value Datetime date value without time List set of free text values strings Currency decimal number with decimal point and currency symbol 4 Optionally you can define a default value by selecting Edit default from the drop down list 1 Inthe Edit Text dialog box type a default value 2 The a type List also allows you to Change the order of the list items Specify whether users may enter own values Allow add new items Specify whether empty selections are valid Allow empty selection 5 Click OK o You can edit an existing custom field by selecting it and clicking Edit You can only modify default values o If you want to remove an existing custom field select it from the list and click Del
127. gh administration effort If you have questions on the assignment of permissions we will be pleased to help TP Our contact information can be found under Contact on the InLoox web site Set user based permissions Set user based permissions e Set permissions for a user In the User based permissions section click New In the Permissions dialog box click the Arrow ho select the user 2 Choose from the drop down list between Active Directory user Exchange user or InLoox PM user Active Directory user 191 InLoox X In the Select User dialog box click Object Types NOTE You can also use this button o open the Select User dialog box Inthe From this Location box click Locations and select Entire Network Click OK Type the required user name into the Enter the object name to select field Click Check name A user name that has been recognized by Windows is shown underlined Click Advanced if you need to search for a user name Click OK Exchange user In the Select Contact dialog box select an address book and then the respective name from the list Click OK TP In the Select Contact dialog box use the feature Search by Skill For more information see Assign skills to resources InLoox PM user In the Select Contact dialog box select an InLoox PM address book and then the respective name from the list Click OK TIP For more information on how to create an InLoox PM accou
128. gives an example of how to add an additional data column to the Time tracking report in the InLoox PM Report Designer dialog box f _O InLoox PM Report Designer File Edit Project Objects View O Slag 10 wr AA Ww Report Structure x Es e x a P La Report Container Project O i A a E Table Projects Cortrolling list of 30 07 202 E Table Projects Budget_Overview Project2OverviewPositions gt Propst te megvumoer e a Report Structure 1s a Properties x aill FRB 4 c gt Project Description default 1 Inthe InLoox PM Report Designer dialog box click Report Structure 2 Inthe Report Structure area above double click Table Projects Time Tracking 3 Inthe Table Contents dialog box in the Data Line tab choose one line and click 3 142 InLoox X 4 Inthe Edit Table dialog box in the Data and Functions tab in the tree structure click Fields then Projects and afterwards Time Tracking 5 Under Time Tracking choose the ChangedBy field and click Insert and then OK The added field is displayed in the right side of the Table Contents dialog box in the Contents field 6 Inthe Edit Table dialog box in the Header Line tab click and choose Text from the drop down list 7 Inthe Edit Table dialog box in the Data and Functions tab enter into the lower text field the text including quotation marks Changed by 8 Click OK 9 Click again OK 10 In the InLoox PM Report
129. gs 89 InLoox X l Inthe Description field enter a text e g the location of the service the team member name the meeting results or internal remarks TIP InLoox PM provides you with different formatting features for the Description field text For more information about these features see Create and change comments in the Customize a comment section o More information on the time tracking entry on the Details tab Inthe Details area choose from the Flag drop down list a colour to mark the item in the time tracking overview Select the Is billable control box to bill this item on the Budget page The items with this status are included in the actual revenues of the project budget Inthe Performed by box choose a name of the person who carried out the item Click beside Performed by and choose a name from the Select contact dialog box NOTES InLoox PM saves automatically the name of the person who created the item or last edited it Use the quick selection to add a new resource Click the Arrow Eko see all resources in the drop down list all resources which have been added to the project o Adding documents on the Documents tab On this tab click Add to add a new document TIPS For more information on how to add a document see Create and edit a document Now you can see the added document on the time tracking list marked with a paper clip Click this symbol to open the document This docume
130. gt Planning J Prefix Any text Document Fix text Budgets Reports Regular expression 5 Outlook emails Contact management Rule d 4 Custom fields Project locks InLoox 4 migration License key Web App options User settings Rart 13 Default 2011 J Auto increment sequence number Digits 4 Suffix Any text Regular expression Rule Default 3 Choose the respective option by activating the related check box o For the project number choose Prefix leading character string Sequence number or Suffix trailing character string o For the number setting you need at least a Prefix or a Sequence number o Combine a Prefix or Suffix with a Sequence number 4 Click OK or Apply to save the changes in InLoox PM Mode description for prefix and suffix Mode Data type and significance Any text Any character string of any length which can be changed Fix text Any character string of any length which cannot be changed e g the word project Input a format and an example Regular TP Please note the format rules for more information see Change the number format expression InLoox PM verifies if the number of the created project has the right format If the number doesn t correspond to the specified format the user is asked to correct the project number Examples of common formats Example Configuration Prefix Four digit
131. guage InLoox PM is multilingual Choose between different languages in the list TIP More information can be found under Change the language Logon as InLoox PM enables external project partners who do not have a Windows user account in the corporate network to logon to InLoox PM As an InLoox PM user you can choose between Windows and InLoox PM Authentication TP More information can be found under Create an InLoox PM account and Log on as InLoox PM user Recycle projects The recycle bin contains the overview of the deleted projects When you delete a project from the project list the projects are placed in the recycle bin TIP More information can be found under View restore or delete projects in the recycle projects view Backup database With this feature you can back up the database to protect your project information against data loss TIP More information can be found under Backup the project data InLoox PM Options With the InLoox PM options you can customize the settings and features for displaying administrating and editing projects e You can find the following buttons in this list under gt InLoox PM help InLoox PM online Make a InLoox suggestion Recommend InLoox PM Rate InLoox PM Report a bug and About PM Project list Create a project 1 Click Projects on the Outlook Ribbon to switch to the list of all available projects in InLoox PM Project name Number Manager Customer name LWN Sales Repre
132. h InLoox noting the General Terms of Business and this EULA There are no important opposing reasons 5 All other acts of utilisation in particular leasing industrial sale unless explicitly stated otherwise by written reseller agreement authorised dealer agreement lease and distribution of any tangible or intangible property are prohibited without the prior written consent of InLoox InLoox notes that customers who violate copyright laws are liable for all damages that occur as a result of these copyright law violations 6 Any subject matter of the Agreement documents proposals test programs etc of InLoox to which the Customer gains access after conclusion of the Agreement shall be considered intellectual property and must be treated confidentially as a business and company secret of InLoox in accordance with 9 4 Contractual Obligation and Termination of the Agreement In the event of termination due to infringement of this EULA you are obliged to return or destroy all original versions and copies of the Software and all other components and to notify InLoox of the destruction in writing 5 Obligations of the Customer 1 In the event that you are a business owner you undertake to inspect all delivery items of InLoox immediately upon receipt of the goods in accordance with the regulations of commercial law 377 of the German Commercial Code and to make complaints in respect of defects with an exact description
133. he Common group These features can be found on the Edit tab in the Edit group e Highlight a time tracking entry Select one entry from the list and click Flag in the Edit group on the Edit tab Choose one colour from the drop down list Now you can see the selected flag next to the entry in the list e Create a reminder On the Edit tab in the Time Tracking group click Create Reminder to create a reminder in your Outlook calendar TP For more information see Create a reminder e Print a time tracking view On the View tab in the Common group click Print to start the quick print feature of the time tracking list TP For more information about printing see General features and printing of the project list in the Print in the project list section e Expand or reduce the time tracking view Change the view by using the Expand All or Collapse All buttons in the Common group on the View tab to have a clearly structured time tracking view e Choose Fields This feature sorts and organizes the project by selected data This feature can be found in the Common group on the View tab o On the Choose Fields dialog box click one field e g Customer and drag it into the column header o Reset the fields via Drag and Drop into the dialog box e Create a report On the Reports tab you can create a report 87 InLoox X l o Inthe Create group click New Report In the New Report dialog box on the Report tab choose a template from the Use this
134. he InLoox PM Options in the Customer number area you can define the number format rules Article content Adjust a customer number Mode description for prefix and suffix Examples of common formats Adjust a customer number 1 Open the dialog box InLoox PM options TP For more information on how to open InLoox PM options please see Open the InLoox PM options 2 Under General options click Customer number On the right side you see the Customer number area 36 InLoox X n Options General options Project number wm Customer number Project statuses Customers Prefix iny text Customers Groups Regular expression Categories i Divisions Rule More options Default Permissions Mind Map Templates J Auto increment sequence number Bean Start 4 gt Documents Budgets Digits 4 Reports Outlook emails Custom fields Suffix Project locks License key Fix text EN User settings Default 3 Choose the required options by activating the related check boxes o For the project number choose Prefix leading character string Sequence number or Suffix trailing character string o For the number setting you need at least a Prefix or Sequence number o Combine a Prefix or a Suffix with a Sequence number 4 Click OK or Apply to save the changes in InLoox PM Mode description for prefix and suffix Mode Data type and significance Any text Any character string of any length which c
135. he Selected area by using the button gt gt Mark the respective activity in the Selected area and click Edit In the Edit dependency dialog box define the type of dependency see above You can define the lag in working days hours and minutes Activate the Negative checkbox if it is supposed to be a negative lag Example A successor is supposed to start three days before the predecessor will end In this case you insert a lag of three working days and activate the Negative check box Constraints Use constraints for each activity in order to control the start and end date InLoox PM provides you with the constraint types you see in the list below For new planning elements the constraint As soon as possible is set up as default value for the forward scheduling and As late as possible for the backward scheduling You can combine the different constraint types with the different types of dependencies Constraint type Description An activity begins as early as possible This activity is calculated from the start As soon as possible date An activity begins as late as possible This activity is calculated from the end As late as possible date 69 InLoox X An activity will be finished on or before a specified date Use this constraint to Padmolater Iman ensure that an activity does not finish after a certain date An activity starts on or before a specified date Use this constraint to ens
136. he means of a tree structure representing the physical structure of the file store or the SharePoint system Information rules in the document list e Anentry contains the following data filename size type state note created on changed on folder and path e If the element was added to the project using the button Add to Project the following is also included Outlook sender Outlook topic Outlook received on TIP For more information see Add Outlook elements to InLoox PM e If the project document folder is a SharePoint document library the following is also included SharePoint author SharePoint operator SharePoint document library SharePoint site SharePoint subfolder Information rules in the preview area e Choose a document from the document list in order to see it in the preview area The preview area allows you to see the whole document with several pages e Use Copy and Paste features in the document on the preview area Features in the context menu e The context menu of the document list provides you with almost all basic features that are also available on the Documents page on the Ribbon such as Open File New Edit Delete Update Document List Clean Up Document List File Properties Copy and Paste It has also such features as Expand and Collapse All Groups Choose Fields Right click in the document 93 InLoox X list to open the context menu Open File New Edit Delete XNGOG amp B Co
137. he planning page that you can choose from to customize the view e Up Down By clicking on these vertical arrows you can move the selected item up and down in the list You find these buttons in the Arrange group on the Edit tab e Group Create a group by using these buttons In the Arrange group click E gt The selected planning element will be grouped one level below On the Edit tab in the Arrange group click to move the selected planning element one group level up TP For more information about grouping see Create and edit a summary activity e Expand All Collapse All On the View tab in the Common group click Collapse All to minimize a group in the planning Click Expand All to display it in the detail Use this feature to get a better overview of your planning e Choose fields This feature sorts and organizes the project planning by selected data o On the Choose Fields dialog box click one field e g Customer and drag it into the column headers o Reset the field per Drag and Drop back into the dialog box e Show critical path On the View tab in the Details group click Show critical path TP For more information see Show critical path e Display slack On the View tab in the Details group click Display slack Now you can see for how many days you can postpone the regarding planning element until it affects the overall duration of the project e Today Click Today in the Change to group to switch to the t
138. his is reasonable In the case of defects in title InLoox shall give the assurance that it will provide the Customer with legally unchallengeable option to use either the Software or equivalent software at its option b The Customer shall support InLoox in the analysis of faults and removal of defects by specifically describing problems which occur providing InLoox with complete information and granting it the necessary time and opportunities to remove the defect InLoox may also remove the defect on site or at its place of business at its discretion The performance of InLoox may also take the form of remote maintenance The Customer must ensure the necessary technical prerequisites at his own expense and after due prior notification provide InLoox with access to his computer equipment c InLoox may levy additional charges when the Software is modified employed outside the environment provided for or incorrectly operated It may demand compensation if no defect is found or if it is incorrectly insufficiently informed of a fault The burden of proof lies with the Customer in accordance with 254 German Civil Code BGB d If InLoox ultimately refuses to remedy the defect if it ultimately is unsuccessful or if this is unreasonable for the Customer he may withdraw in writing from the contract or correspondingly curtail the payment and in accordance with 7 demand damages or reimbursement of expenses e Insofar as the above has not b
139. iew Change the view by using Expand All or Collapse All to make the project list clear e Choose Fields This feature sorts and organizes the project by important data o On the Choose Fields dialog box click one field e g Budget critical and drag it into the headlines o Reset the fields via Drag and Drop back into the dialog box Management methods When you insert an Outlook element with attachment into an InLoox PM project there are various options to handle a attachment Method Action Pros amp cons Email and attachment are stored together Element with InLoox PM assigns the email and attachment the attachment in file form to a The document list shows whether the project Outlook does the same lelement is carrying an attachment but no details of the attachment such as name or type saves storage space InLoox assigns only the email to the Aran project All attachments will be removed attachments can neither be displayed nor saved in InLoox PM Element without attachment InLoox PM assigns only the Attachment only _ jattachment to the project The email is discarded Removes superfluous correspondence 179 InLoox X ECorrespondence including notes can neither be read nor saved in InLoox PM correspondence is kept Attachments can be Element and seen in the document list with name and type attachment InLoox PM assigns the email and a
140. iews ProjectActionUserContral Object sender EventArgs at Janus Windows GridEX OnSelectionChanged EventArgs e at 1Qmedalab Common Windows Controls 1QGndview SelectFirstRow Email report Continue 3 All the exception data that the system has compiled are displayed 4 Click the button Send report by email to send us the error via your email program This mail does not contain any personalized information or database contents except your sender email address This allows our technical staff to contact you directly and to solve the exception in direct collaboration with you This information is sent to our technical staff a InLoox xX InLoox Exception 7 0 0 Object reference not set to an instance of an object Message Object reference not set to an instance of an object Source InLoox Application version 7 0 0 Target site Void SecureRibbonMenu ptack Trace at Qmedialab InLooxAddin Views ProjectActionUserControl SecureRibbonMenu at Qmedialab InLooxAddin Views ProjectActionUserControl Object sender TP You can of course also contact our support directly in the usual way Please make sure to have the contents of the exception dialog box to hand For more information on how to contact the InLoox support team please see Contact the InLoox PM support Error messages Below you find a list of InLoox PM error messages and proposed solutions If you cannot solve the problem on
141. il templates This is how you can use the email template feature in new emails aron gt Open a new email Select a project in the quick access panel Select an email template Add the selected template by clicking Insert The text template will be added to your email and the project manager of the selected project will be inserted to the email recipients 176 InLoox X Manage E mail templates You can create rename or delete email templates in the InLoox PM options 1 Open the dialog box InLoox PM Options TP For more information about how to open the InLoox PM options please see Open the InLoox PM options Under Outlook emails click Templates On the right side you will see the Outlook email templates area Options General options Permissions Mind Map Planning Documents Budgets Reports Outlook emails Templates Contact management Custom fields Project locks License key Web App options User settings 4 Outlook email templates New Edit Design Delete Export Import Name Project conclusion Project launch Project status 3 You can choose from the following actions o Add anew template by clicking New On the New dialog box please follow these steps 1 Enter a name in the Template name field Define the Outlook email field rules such as Recipient CC Recipient BCC Recipient and Subject Click the Arrow Eland choose from the drop down list the
142. in the InLoox PM Toolbar Choose Rate InLoox PM from the drop down list In the opened dialog box set up the number of stars by clicking on them In the Comment box write a comment if you like to AON InLoox X m 5 Click OK The feedback now is sent directly to the InLoox PM product development Recommend InLoox PM Would you like to recommend InLoox PM to you partners suppliers or friends Therefore you can use the Recommend InLoox dialog box 1 BOIN Do On the InLoox PM tab in the Extras group click the Arrow below Help NOTE In Outlook 2003 2007 click the Arrow in the InLoox PM Toolbar Choose Recommend InLoox PM from the drop down list On the Recommend InLoox PM dialog box click Add On the Choose Resource dialog box choose the contacts from your Outlook or InLoox PM address book you want to recommend InLoox PM to Usually you will be offered a standardized text You can change this text Click OK InLoox PM will be recommended via email Getting started with InLoox PM Welcome to InLoox PM Here you can learn how to start your first project with InLoox PM 1 First open Microsoft Outlook from Start Programs a 05 Microsoft Outlook 2010 es 33 New E mail Message x Microsoft Excel 2010 f New Appointment g New Meeting a New Contact J New Task PA Microsoft PowerPoint 2010 Wi Microsoft Word 2010 mn 4 Getting Started oy Paint Connect to a Projector a Calculator
143. ion and degree of the workload are shown by the bars in the upper right part o Yellow bar workload 1 100 o Red bar workload 101 149 o Dark red bar workload over 150 e The example shows the overloading of the resource Ella Macgregory which results from the occupation in two activities If appointments are on record in the Outlook calendar of an Exchange resource the resource counts as fully loaded 100 in the given time period To hide the calendar deactivate the option Display Exchange calendar e Today s date is shown by a vertical red day line e The warning symbol shows that an overbooking of a resource has occurred in the indicated period The workload of the resource exceeds 100 The alert icon doesn t give any information about the duration or the extent of the overbooking e The external resources are marked with e Acclick on the plus sign tnext to the resource displays the workload details These include the projects and activities to which the resource is assigned and in case of internal resources also the Outlook calendar The details of the resource can be hidden by clicking the minus sign e The clicking on an activity centers the workload overview e If the resource overview is called up from within a project activities from other projects are shown grey e The details will be displayed if the cursor is moved over a bar 100 Start 02 11 2011 08 00 00 End 07 11 2011 08 00 00 Duration 15
144. ion see Assign skills to resources 4 Click OK In the Resource box the new name will be displayed 71 InLoox X l e Notify a resource 1 In the New work package dialog box choose the notification type from the Notification drop down list New Work Package e amp Resource a Details a Notricaton Emai z none inina Emal Outlook task request Outlook appointment request Cost per Hour Individual y h v is assetbillable Status This task is already completed 2 Choose the notification type from the Notification drop down list 3 The notification determines when and how an added resource will be informed about the details of this work package Choose one of the following none InLoox PM Email Outlook task request Outlook appointment request For more information see the category Budget overview 4 TP For more information about notification types see Display and process work packages 5 Change the workload of the resource optionally in the Workload area You will see the workload of the resource in percent during the defined time period The effort determines the planned time and costs on the Budget Overview page in the Budget Overview area in the Planned expenses resources column 6 P For more information see the category Budget overview 7 Select the Individual check box in the Cost per hour area and set an individual hourly rate for the resources if you want to ignore the group
145. ions group click Email notification NOTE You will find these commands as well as the command Save on the File tab 156 InLoox X NOTES The contact management must be activated in the InLoox PM options in order to create new contacts For more information see Activate the contact management The Contact dialog box for already saved contacts also contains the Projects assigned with this contact area There you see all projects to which this contact is assigned The standard grouping is set according to the project roles Authorize InLoox PM contacts InLoox PM enables project managers to provide InLoox PM contacts with the necessary authorizations The InLoox PM contact can be for example allocated as a resource in a project and be notified of upcoming project tasks 1 Activate the contact management in the InLoox PM options TP For more information see Activate the contact management Now you can add new InLoox PM contacts TIP For more information see Add a contact Create a new InLoox PM account in the InLoox PM options TP For more information see Create an InLoox PM account Set user based permissions for the created InLoox PM contact TP For more information see Set up permissions Optionally you can set the permissions in the project on the management page 1 Open an existing project or create a new one TP For more information on how to create a project see Create a project On the Manag
146. ith rapid and comfortable assignment of e mails to the project document storage If you have already added the e mail you see its link Filter projects Recent projects Clear selection Orag a column header here to group by that column 2011 0009 Exhibition Preparation Phone Lid Rita Meyer sect being officially spproved as from today 2011 0010 Product Brochure ead Email template Choose template Project launch I aa ns TD Add emait to project J Create new time tracking entry J Addto document store f Operation Item induding attachments Subfolder Project folder Iz Please follow these steps to record existing and new emails 1 Open an email from your personal Outlook inbox or any other folder by double clicking it Select a project from the quick access panel on the right side next to the email TIPS o Use the filter to search for the project For more information see Search and find projects o Use the Recent projects button The drop down list displays projects you opened recently organized by numbers Click Clear selection X if you want to remove the selection 3 In he Add Document to Project area you can choose from the following actions o Activate the Create new time tracking entry check box in order to add a new time tracking entry to the project Time tracking entries are the records of time spent for a project e g for work carried out 175 InLoox X TP
147. ith work packages Assigned team members know exactly what to do and when to do it Work packages are in synch with the project schedule and can also be linked to Outlook appointments and tasks Giving feedback about the progress into the project schedule couldn t be easier Article content Work with the work package view Features in the work package list Work with the work package view 1 Click InLoox PM tab on the Outlook Ribbon and then Show Work Package List in the Extras group NOTE In Outlook 2003 2007 the work packge list is automatically displayed if you are added as resource to the work package click 164 InLoox X M Workpackages My open work packages A BOS D Synchronize gt N Click here to add filter criteria Drag a column header here to group by that column Rita Meyer Research meat 26 10 2011 6 00 Rita Meyer Check duties a 07 11 2011 28 00 2 Doone or more of the following o Change work package view Choose from the drop down list My open work package Displays personal work package with state open i e to be carried out My completed and inactive work package Displays personal work package with state completed Project manager s view open work package Displays work packages of all members of projects of which you are manager with state open i e to be carried out Project manager s view completed and inactive work package Displays work pa
148. ivity New Milestone or the Edit Activity Edit Milestone dialog box of a planning item to add a new resource Choose one of the following options to open the dialog box e Inthe group Edit click New Activity New Milestone or Edit Activity Edit Milestone e Right click on the project plan area and click New Activity New Milestone or Edit Activity Edit Milestone in the context menu e Double click an item in the project plan New Activity o o Standard Details Dependency Resources Documents Custom L Work Package Name WorkAm Price Per Secondar Notificati Done Allocation Rita Meyer 800 h 40 00 60 00 Email 0 Gordan 800 h 40 00 60 00 Email 0 Remove Workload 2 Click the Resource tab 3 Do one of the following e Add anew resource 1 Click Add 2 Inthe Edit Work Package dialog box in the Resource box click NOTE Use the quick selection to add a new resource Click the Arrow E You can see in the drop down list all resources that have been added to the project 3 Inthe Select Contact dialog box choose one name from the list InLoox PM provides you with the InLoox PM address book as well as with the contacts from Microsoft Outlook and Exchange Server TP Use the Skills feature to assign resources according to their skills Click the Search by Skills drop down list and select the respective check box Then select a resource from the list and click OK For more informat
149. ject Information rules in the dashboard view The critical projects are marked with a red point Widget types The dashboard contains all relevant and project related information to analyze control and compare your projects Create your personal dashboard with an individual selection of widgets The dashboard provides you with a graphical overview and lists TP For more information see Adjust the dashboard view In this table you find the descriptions of the widgets with which you can furnish your dashboard Widgets Description My open work packages Shows you all your open InLoox PM work packages Project manager view open Shows you all open InLoox PM work packages from all the projects work packages you control as a project manager Recent projects Shows the last 7 recently opened projects Recent created projects Shows the last 7 recently created projects Customer distaal Shows all customers related to your projects projects Status distribution all projects _ Shows the status of all your projects Plan actual comparison Shows planned and actual hours of your projects Actual margin month Shows the system wide project profit of the current month and the last 11 months Actual margin quarter Shows the system wide project profit of the current quarter and last 3 quarters Actual margin year as the system wide project profit of the current y
150. ject and choose Delete Project from the context menu W View restore or delete projects in the recycle projects view The recycle bin provides a safety net when deleting projects When any of the projects from the project list are deleted the projects remain in the recycle bin Items in the recycle bin remain there until you decide to delete them permanently Article content View projects in the recycle projects Restore or delete the projects in the recycle projects view View projects in the recycle projects 1 On the InLoox PM Ribbon on the InLoox PM tab in the Extras group click Recycle Projects to display the Recycle Projects dialog box NOTE In Outlook 2003 2007 click Extras in the InLoox PM Toolbar and choose Recycle Projects from the list 2 Fora better overview you can group the projects Do the following o Group by one of the column headers by clicking and dropping it into the group field above the columns Restore or delete the projects in the recycle projects view On the InLoox PM Ribbon on the InLoox PM tab in the Extras group click Recycle Projects to display the Recycle Projects dialog box Perform one of the following actions NOTE In Outlook 2003 2007 click Extras in the InLoox PM Toolbar and choose Recycle Projects from the list e Restore a project Click the project you want to restore and then click Restore This Project will be restored in the original location e Delete a project Click the
151. ject status in the project on the Management page in the Schedule area You can define as many project statuses as you want in the InLoox PM options and connect them to the project progress expressed as a percentage This is how you do it 1 Open the dialog box InLoox PM Options TP For more information on how to open the InLoox PM options please see Open the InLoox PM options Under General options click Project statuses On the right side you will the Project statuses area H Options General options Project number Project statuses Customers New Name Progress Project statuses Groups Open 0 Categories Edit Divisions More options Delete Cancelled 100 Permissions Mind Map Up gt Planning Documents Down Budgets Completed 3 Do one of the following o Create a new project status by clicking New In the New Project Status dialog box enter aname and a progress in The progress is a percentage figure i e an integer between 0 and 100 o Edit the existing project status Choose one status from the list and click Edit Remove the selected project status from InLoox PM by clicking Delete o You can change the status position in the list Click Up to move it upwards or Down to move it downwards in the list fe 4 Click OK or Apply to save the changes in InLoox PM 41 InLoox X NOTE The project statuses list contains the name and progress of each stat
152. k InLoox PM Folder in the InLoox PM Toolbar and then Time Tracking in the InLoox PM project list NG Click here to add filter criteria Drag a column header here to group by that column 2 Perform one or more of the following actions o Create a new project Click New Project in the New group NOTE The newly created project is displayed in the InLoox PM project list Click the InLoox PM tab and then Projects in the View group o Delete project Remove a selected project by clicking the Delete button TP For more information see Copy and delete projects o Open copy and paste a project These buttons can be found in the Actions group The Copy and Paste features help you to create projects quickly You can change them as you want o Restore project Choose a project from the list and click Restore in the Actions group NOTE The restored project is displayed in the InLoox PM project list Click the InLoox PM tab and then Projects in the View group o Categorize a project Choose a project from the list and click Categorize in the Categories group Assign a category to the project without opening it o Change status You can also change a status or a degree of completion of the selected project in the list Click Change Status and choose from the list the respective status e g started or completed TIPS For more information see How to add further information in the status date area You can save or edit a new project status t
153. lable list one planning element and click gt gt InLoox PM creates a chronological interdependency between the activity and the selected successor 2 The Selected list contains all successors of the activity currently being edited To remove a successor click on the button lt lt InLoox PM consequently deletes the chronological interdependency between the activity and the selected successor 3 Define the dependency between planning elements by choosing on the item in the Selected list Click Edit and choose between Start to start Start to end End to start End to end in the Edit Dependency dialog box Set up a lag in the Lag area Activate the Negative control box to create a negative lag TP For more information about dependencies and lags see Create planning elements dependency NOTE Click Collapse to structure the Available list clearly and collapse all groups o Further information on the activity on the Custom tab 1 Click in the previously created custom box and enter a new value for it TIP For more information on how to add a new custom field in InLoox PM see Create a custom field 5 Click OK to save the changes NOTE Add Outlook tasks and appointments to the InLoox PM Planning via Drag and Drop The duration of this new activity is an actual effort drawn from the Outlook task or the duration of the Outlook appointment 62 InLoox X Create and edit a milestone By defining milestones you ca
154. lace of residence or usual abode is unknown at the time the proceedings are brought forth 12 Safeguarding Clause If any provision of this Agreement should be or become invalid such invalidity shall not affect the validity of the other provisions of this Agreement even if essential provisions are concerned The Parties agree to replace the invalid provision by a legally effective regulation which comes as closest to the contractually stipulated legal and economic intent of the invalid provision and ensures the operability of the Agreement in the sense of what both Parties had intended The same shall apply in the event that the Parties have not discovered a gap in the provisions at the time the Agreement was concluded or if such a gap becomes known or occurs later In that case the Parties shall be obliged to generate a written supplement to the Agreement in the sense of the aforementioned Date 2013 05 24 InLoox PM license terms At the time of the installation you have entered a valid license key TP For more information about the installation see Install InLoox PM The license key consists of five groups of six alphanumeric characters each in the following format 111111 222222 333333 444444 555555 Your license key is valid as follows e for one version of InLoox PM Personal 7 x Workgroup 7 x Enterprise 7 x e fora specific number of users and servers e for an unlimited time 206 InLoox X l WARNING Apply the following re
155. late is also possible e The following templates such can also be loaded o Microsoft Project MPP o Microsoft Project XML XML o Microsoft Project Exchange MPX Save a planning template You can easily exchange project schedules between InLoox PM and Microsoft Project InLoox PM users do not need any additional software neither is Microsoft Project necessary And this is how you do it 1 Open an existing project or create a new one TIP For more information on how to create a project see Create a new project In the project on the Start tab in the Section group click Planning On the Planning page on the Template tab in the Action group click Save Template In the drop down list you can choose between the following formats o InLoox PM o Picture o Other Format e g Extensible Markup XML 5 If you choose the InLoox PM format the Save Template dialog box will be displayed AWN 80 InLoox X Save Template ud Template Name Enter the name of the template Prototype Mind Map ox __ __Cancat In the Enter the name of the template field type a name Click OK The template is saved in InLoox PM InLoox PM saves not only planning elements but also all resources and their notification options NO TIP For more information on how to change a template see Manage planning templates Manage planning templates In the InLoox PM options you can edit planning temp
156. lates that you have already saved NOTE For more information on how to create a planning template see Save a planning template IMPORTANT To manage templates it is necessary to have InLoox PM administrator permissions 1 Open the InLoox PM Options dialog box TP For more information on how to open the InLoox PM options please see Open the InLoox PM options 2 Below Planning click Templates On the right side you will see the Planning Templates area m Options General options nr Planning Templates Mind Map Plannning Working times Notfications page ee More options Documents Delete LWN Sales Represent Budgets gt Reports Templates Export Outlook emails Custom fields import Project locks License key Download User settings Create new templates from any project Select the option New gt gt Save Template from the projects Planning 3 Do one of the following o Change the name of the saved template Choose one template from the list and click Rename In the Rename Planning Template dialog box in the New Name field type a new name for this template and click OK o Remove permanently one template from InLoox PM Choose one template from the list and click Delete o Save a template in your local documents Choose one template from the list and click Export 81 InLoox X o Load a template from your local data Click Import and choose a template in the Load Planning
157. lements and events which you can customize Please proceed as follows to customize a notification template 1 Open the InLoox PM options TIP For more information on how to open the InLoox PM options please see Open the InLoox PM options 2 Click Planning Notifications Templates 3 On the right sight you see the Notification list 4 Select a template type from the list and click the Design button to get to the InLoox PM Notification Designer 5 Now you can modify the selected notification template For more information please see the Notification Designer Help Message name Application InLoox PM generates this message if an activity is changed in the New Activity Edit Activtiy dialog box or directly or indirectly in the project plan Activity modified TP For more information on how to edit an activity see Create and edit an activity 84 InLoox X Activity resource added InLoox PM generates this message if a resource is added to an activity using the New Activity Edit Activtiy dialog box TP For more information on how to add a resource see Add resources Activity resource removed InLoox PM generates this message if a resource is removed from an activity using the New Activity Edit Activtiy dialog box TP Eor more information on how to remove a resource see Add resources Activity deleted InLoox PM generates this message if a
158. lick on an item in the budget positions list TP For more information about editing of budget positions see Create and edit a budget position e Delete a budget position Choose one budget position from the budget positions list On the Edit tab in the Budget Positions group click Delete Position Alternatively press DELETE key e Copy and paste Create quickly budget positions with the help of Copy and Paste feature on the Edit tab in the Budget Positions group e Change a budget position status Choose one budget position from the budget positions list On the Edit tab in the Budget Positions group click Position Status On the drop down list click the wanted status e Move a position upward Choose one budget position from the budget positions list and click Move Up f in the Budget Positions group e Move a position downward Choose one budget position from the budget positions list and click Move Down in the Budget Positions group e Print a budget positions list On the View tab in the Common group click Print in the Common group to start the quick print feature of the budget positions list Choose Budget positions in the drop down list TIP For more information about printing see General features and print of the project list in the Print in the project list e Load budget positions as a template On the Templates tab in the Action group click Load Template TIP For more information on how to save a budget positions as a template see Lo
159. line This feature allows you to trace all changes made to the project Every change made by a member of the project team is recorded in the timeline when the project is saved It provides you with the information about all changes with project name time and description with the hyperlink for the attached documents etc The timeline helps you to stay up to date special when several participants work with the same project Click InLoox PM tab on the Outlook Ribbon and then Timeline in the Views group NOTE In Outlook 2003 2007 click InLoox PM Folder in the InLoox PM Toolbar and then Timeline in the InLoox PM project list Timeline Microsoft Outlook 2012 0003 Media consulting Mox Schiller Add employee Thilo Urner 18 06 Gordon Newman Project note Description has been added 16 31 Gordon Newman Add document Views png to project 16 27 PAKAT Y R Project category changed to New business 16 26 Now you can see the recorded changes to the projects as a single entry Click project name to open it Tha contacts are marked in blue Click it to open The added documents are marked in pink Click the hyperlink to open them The following information from the Manage project page are marked in green project name and number division customer category status schedule start and end The saved comments are marked in red Click it to view e You can also delete any entry by clicking the cross symbol NOTE Click Refresh to upda
160. list and click one of the following Outlook elements in the Synchronize with area o Tasklist o Calendar e Display the work package details Choose one work package from the list and double click it or click Open details The following data is displayed in the Work Package Detailsdialog box o Project name and number o Details about planning element Element Name Start and End Description o Details about work package added Resource Work Amount Status 00000 NOTES This information is delivered from the project planning Change the status if you have already done this task InLoox PM keeps this information synchronic with the planning and displays a completed planning element with the green check mark You can also open the related project by clicking Open Project e Open the related project Choose one work package from the list and click Open project NOTE The notification type is selected by the project planner Users without InLoox PM can only be informed via task request meeting request or email The project planner can also decide not to inform the resource Notify via E mail You will get an E mail after you have chosen E mail as notification type for example with the subject New element Strategic Project 2007 0002 Max Smith msm test com 162 InLoox X The sender is the project director The E mail contains the following planning data Project name and number Description Duration Your own effort Locati
161. livered Software possesses the agreed upon characteristics is suitable for the applications assumed by the contract and which are otherwise standard and has usual quality of software of this type Not every flaw which is connected with the Software is a defect which implies warranty rights An impairment in the Software s functioning which results from hardware defects environmental conditions improper operation and the like is not a defect An insignificant deterioration in quality will not be taken into account InLoox guarantees that no rights of third parties are violated through the use of the Software by the Customer in accordance with the provisions of the contract 2 Customers who are consumers within the meaning of 13 German Civil Code BGB have in respect to defects of the purchased good the rights set out in the German Civil Code BGB In case that a consumer is entitled to claim damages hereafter 7 applies accordingly 3 In all other cases of liability for defects the following terms apply a InLoox may first attempt to remedy any material defects InLoox may choose to remedy the defect by eliminating it i e also by demonstrating possibilities by means of which the effects of the defect can be avoided or through delivery of a program which does not contain the defect An equivalent new program version or the equivalent previous program version which had not contained the faults is to be accepted by the Customer when t
162. lmost all basic features that can also be found on the InLoox PM Ribbon namely Add Resources Delete Resources Reset View Show Exchange Calendar Show Workload Labels and Show Completed Activities It also provides features of the workload diagram like Expand and Collapse All Groups Show Details Right click in the resource list or the workload chart to open the context menu Show Details a Reload Overview Expand All Groups Collapse All Groups Exchange Calendar Workload Completed Activities 169 InLoox X ka Change the colour scheme of the resources Any user can individually change the colors used in the resource overview 1 Open the dialog box InLoox PM Options TP For more information on how to open the InLoox PM options please see Open the InLoox PM options 2 Click Planning in the navigation pane and then click Planning details Below you find the Color Management area E Permissions More optrans Planning Activity flag can be set in time tracking dialog H Notfcatons Activity progress can be set in time tracking dialog More opbors Automatic project progress calculation Budgets D Color management Resources color management Custom felds Default colors Custom colors Web App options GBhsticcstes Pj overticcated J Over Allocated Mi 3 Choose between Default Colors or Custom Colors 4 If you choose Custom Colors you can freely define the c
163. lock icon is displayed in the list you don t have read permissions In this case no time tracking entry will be displayed 88 InLoox X Create and edit a time tracking entry Read here how to post costs and working hours in InLoox PM The system assigns the effort to the project plan automatically and stores a separate cost record If you want to record your personal actual hours proceed as follows 1 PWR Open an existing project with an existing planning TIP For more information on how to create a planning see Create planning elements In the project on the Start tab in the Section group click Time Tracking On the Time Tracking page in the Common group click New In the New Item dialog box select one of following options fi New Item o ea Date and Duration A Start datetime 01 09 2011 x 18 07 2 Duration 01 00 An L Allocaton a Group Consulting Activity Nr Descnpbon a 2 ue gt TimesNewR 12 la Av Y b j L Standard Details Documets Custom o General information on the time tracking entry on the Standard tab In the Date and Duration area select the Start and End date time NOTE Choose between Duration and End date time by clicking on one of them in the Date and Duration area and choose the other opportunity in the drop down list Inthe Allocation area select the Group or Activity Milestone option from the planning to which this item belon
164. log box is displayed where you can change the type of dependency and the lag Features in the context menu e The context menu provides you with almost all basic features that are also on the Planning page such as New Activity New Milestone Edit Delete Done Add Workpackage Flag Synchronize with It has also such features as Expand and Collapse All Choose Fields Copy and Paste Right click in the Gantt chart to open the context menu 58 InLoox X XX o8 New Activity New Milestone Edit Delete Copy Paste Done Add Workpackage LF Flag b Color Synchronize with gt Expand All Collapse All Choose Fields TP For the detailed description of these features see Work with the planning Information rules in the project list e The current time is represented by a vertical yellow line e The project end is marked in red TP For more information on how to activate the command Fixed deadline on the Management page in order to see the project end in the planning see Add other project information e A time period is then in red in the planning if the planning elements are over the project end in the planning e A blue bar shows the status of the activity in percent TP For more information on how to set the status see Create and edit an activity or Create and edit a milestone e Working times within start and end dates of the project are colored with a white background
165. me project information With the bars view you have a timeline view to better coordinate multiple projects running parallel TP For more information see the Bars view RefreshRefreshCurrent ViewReports You can Create Reports or view the Saved Reports in the project list by clicking Reports TP See Create a report and Manage the saved reports for more information Project list features The following features can be found in the project list Open a project Double click on an empty space in the project list or right click there to open the context menu and choose New Project from the list Create a new project Double click on an empty space in the project list or right click there to open the context menu and choose New Project from the list TP For more information see Create a project Find quickly projects with the same initial letters Press the respective letter on your keyboard and switch to another project with the same initial letters in the name Features in the context menu Features in the context menu The context menu provides you with almost all basic features that are also available on the InLoox Ribbon such as New Project Open Project Delete Project Archive Project Refresh Copy and Paste It has also such features as Expand and Collapse All Groups Show Filter Right click on one of the projects in the project list to open the context menu 17 InLoox X New Project F2 y Open Project
166. ment e Edit a document On the Edit tab in the Edit group click Edit to change the document e Remove adocument On the Edit tab in the Edit group click Delete to remove the selected document from the document list on the right side e Copy and paste Create quickly documents with the help of Copy and Paste feature on the Edit tab in the Edit group e Open a document Choose one document from the document list on the right side On the Edit tab in the Edit group click Open WARNING You need the administrator permission to open the document 91 InLoox X l e View file properties On the Edit tab in the Documents group click File Properties to open them On the File Properties dialog box list the tabs to view and change the properties e Send a document via email On the Edit tab in the Documents group click Send As Mail In the drop down list select Send Link s if you want to send only document path or Send Document s to send the document as an attachment e Create anew subfolder Choose a folder from the document folder tree view on the left side On the Edit tab in the Documents group cllick New Folder In the Create New Folder dialog box type a new name and click OK TIP For more options on how to create a new subfolder see Create a new subfolder InLoox PM creates automatically a new subfolder in the document folder view e Open a document folder On the Edit tab in the Documents group click Open Folder to open the document fol
167. more information on how to create a budget see Create and edit a budget 2 Inthe project in the Start tab in the Section group click Budget Overview 3 On the Budget Overview page in the Budget Overview group click Chart Bearberten i Me Nach Typ Gruppe Datum Ausgabe zu Einnahme 25422 00 I 15600 00 4 You have the opportunity to view different budget chart types In the Chart Type group choose the desired chart between By Type By Group By Date or Expense vs Revenue TP Eor more information about chart types see What do the fields and chart types of the budget overview mean Control budgets Create a graphical overview to control several projects Do following steps 1 Click Projectlist on the Outlook Ribbon to switch to the InLoox PM project list overview NOTE In Outlook 2003 2007 click InLoox PM Folder in the InLoox PM Toolbar 2 Inthe InLoox tab in the View group click Dashboard 3 Inthe Dashboard view adjust your individual overview TP For more information see the category Dashboard view What do the fields and chart types of the budget overview mean Compare planned and actual expenses and revenues with the help of the budget overiew The graphic representation gives you an instant overview of your budget status Below you will find the detailed description of the table and chart types 118 InLoox X NOTES e Click on the corresponding buttons in the chart data area to mak
168. n Resources Documents Custom pe Resources Name Max Schiller Remove 2 Click the Resource tab 3 Do one of the following o Add anew resource 1 Click Add 2 Inthe New Resource dialog box in the Browse for resource field click lad NOTE Use the quick selection to add a new resource by clicking the Arrow E You can see in the drop down list all resources which have already been added to the project 3 Inthe Select contact dialog box choose one name from the list InLoox PM provides you with the InLoox PM address book as well as with the contacts from Microsoft Outlook and Exchange Server TIP Use the Skills feature to select resources according to their skills Click Search by Skills and activate the check box of the skill s you are looking for Click OK A list of all resources that have the respective skill is displayed Then select a resource from the list and click OK For more information see Assign skills to resources 4 Click OK In the Name list the new name will be displayed o Remove a resource 1 Choose the name of the resource you want to remove from the Name list 2 Click Delete Add documents to the node You can add related documents to the nodes of your mind map So authorized users have direct access to the relevant documents IMPORTANT The document is only linked to the mind map but is not copied into the project 1 Open the Edit Node dialog box to add a document Choose one of the foll
169. n Delete Position Copy Paste v PRERE XNE Position Status gt Move Up Move Down Expand All E Collapse All Hd Choose Fields e Choose Fields This feature sorts and organizes the project by important data o On the Choose Fields dialog box click one field e g Group and drag it into the column headers o Reset the fields per Drag and Drop into the dialog box Keyboard shortcut e CTRG C Copy a budget position into the clipboard e CTRG V Paste a budget position from the clipboard to the budget position list NOTE You have no read permissions if the lock icon is displayed in the list In this case no item will be displayed Create and edit a budget InLoox PM clearly defines project budget by planned and actual expenses and revenues in minimum time InLoox PM provides following budget types as plan revenues plan expenses actual revenues and actual expenses A budget has a status and usually contains positions TP Find out more about budget types in the Work with the budget list For more information about budget positions see Create and edit a budget position If you want to add a budget document do the following 1 Open an existing project or create a new one TIP For more information on how to create a project see Create a project 2 Inthe project on the Start tab in the Section group click Budgets 3 On the Edit tab in the Budgets group click New Planned Expense New Planned Revenue New Actu
170. n activity is deleted from the project plan on the Planning page TIP Eor more information on how to remove an activity see Create and edit an activity Milestone modified InLoox PM generates this message if a milestone is changed using the New Milestone Edit Milestone dialog box or directly or indirectly within the project plan TP For more information on how to edit a milestone see Create and edit a milestone Milestone resource added InLoox PM generates this message if a resource is added to a milestone using the New Milestone Edit Milestone dialog box TP For more information on how to add a resource see Add resources Milestone resource removed InLoox PM generates this message if a resource is removed from a milestone using the New Milestone Edit Milestone dialog box TP For more information on how to remove a resource see Add resources Milestone deleted InLoox PM generates this message if a milestone is deleted from the project plan on the Planning page TP For more information on how to remove a milestone see Create and edit a milestone Summary activity modified InLoox PM generates this message if a summary activity is changed using the New Summary Activity Edit Summary Activity dialog box or directly indirectly within the project plan TP For more information on how to edit an activity see Create and edit a summary activity Summary a
171. n click Delete and confirm with Yes 2 Skill Assignment First click the skill in the list in the Skills area that you want to assign to a project member Then click New in the Skill Assignment area In the InLoox PM Skill Assignment dialog box click ho select a resource Mark the respective name in the list and click Select and then OK Then activate the check box es of the skill s in the Skills area that you want to assign Click OK and the newly created assignment will appear in the list 73 InLoox X M To modify the assignment mark the respective entry in the Skill Assignment area and click Edit To select a different resource click and mark the respective name in the list and click Select OK To modify the assigned skills activate or deactivate the check boxes of the respective skills To remove an assignment permanently from InLoox PM mark the entry in the list click Delete and confirm with Yes NOTE As soon as you have created a skill entry in the InLoox PM options and you have assigned it to one or several resources you can search for the respective skill anywhere you can add a resource in InLoox PM Call up and manage resources In the resource overview you can control the resource utilization Resources can be employees or objects used for work such as rooms vehicles or machines InLoox PM differentiates between internal resources i e Exchange Server mailboxes and external resources i e email and
172. n of the significant aspects of the project You can 83 InLoox X create a comment in the Comments area of the Management page TP For more information on project comments see Create and change comments Unique number to identify the project Project ProjectNumber number TIP Eor more information on how to customize the format of this number please see Adjust the project number ProjectPriority Project priority Priority of the project ProjectStart Projekt Start IStart of the respective project PSP code Work Breakdown Structure code Free text field for PAPLO pel code identification of phases and milestones in large projects Res rceNarme Name of The name of the resource or recipient of the message as stored resource in Outlook e g Max Schiller List of all resources involved in a planning element including the email address e g ResourceList Resources Max Schiller max schiller firma de Gordon Newman gn mailaddress com Start planning StartDate slement Start date of the planning element WorkAmount Work amount Work amount which is done by the recipient resource of the planning element Projectstate Project status Specifies the state of project development Customize notification types You can notify resources via e mail task request or meeting request There are templates for the different types of planning e
173. n specify when and how important project results have to be achieved Please follow these steps to define milestones in InLoox PM 1 Open an existing project or create a new one TIP For more information on how to create a project see Create a project In the project in the Start tab in the Section group click Planning Create a planning by adding planning items such as milestones In the Planning page in the Edit group click New Milestone NOTE Greate your planning faster by adding new milestones by using the Copy and Paste feature in the Edit group TP You can also add another planning element e g an activity For more information see Create and edit an activity In the New Milestone Edit Milestone dialog box you can use the following options to adjust the milestone Edit Milestone teze Standard Details Dependency Resources Documents Custom p Basic Informabon a Name Kick Off Group Consulting J tem is a milestone BS Highhght Flag ba Green z Color gt X A Date time 11 2 2011 12 00 AM a Calendar Standard Constraint Start hd As soon as possible No earlier than 11 2 2011 12 00 aw Wi Status A Status done o General information on the milestone on the Standard tab 1 Inthe Basic information section in the Name box type a name In the Group box choose a group to which the milestone belongs TP Each group has an internal price per hour You can change this price group 63
174. n the drop down list you can choose between the following formats o InLoox PM o Picture o Other Format e g Extensible Markup XML 5 By choosing the InLoox PM format the Save Template dialog box will be displayed AON Save Template recs Template Name Enter the name of the template Prototype Mind Map OK Cancel In the Enter the name of the template field type a name Click OK The saved template is displayed on the Mind Maps page on the Template tab in the InLoox PM Template group in the gallery view NO TIP Eor more information on how to change a template see Manage mind map templates 52 InLoox X Manage mind map templates In the InLoox PM options you can edit mind map templates that are created in the projects TP For more information on how to create a mind map template see Save a mind map template IMPORTANT To manage the mind map templates you need InLoox PM administrator permissions 1 Open the dialog box InLoox PM Options TP For more information where you can find the InLoox PM options please see Open the InLoox PM options 2 Under Mind Map click Templates On the right side you see the Mind Map Templates area i Permissions Mind Map Templates Mind Map Create new templates from any project Select the option Save from the project s Mind Map page Budgets Reports oy Outlook emails Arragements Delete ane Contact management Postprocessing Cust
175. nding on the installed version TP More information can be found under the category Project list e Recent projects displays the list of the projects you recently opened organized by numbers InLoox PM saves a maximum of ten projects in this view Click one item to open the related project e Current View provides you with a list of different views of the project list You can also save new views or manage the existing ones Choose whether you want to make it visible for all users or only for yourself TP More information can be found under Generate personalized views e Add to project Add Outlook elements such as emails tasks or calendar entries to a project TIP More information can be found under Add Outlook elements to InLoox PM e Reports The report designer issues reports such as project summaries budget lists expense reports and plan actual comparisons in a variety of file formats like Microsoft Excel Microsoft Word HTML PDF and many more You can customize your personal report by data filtering TIP More information can be found under the category Reports e Tools provides you with the following additional features o Resource overview The visual resource overview displays the resource capability and work load It integrates both project work packages from InLoox PM and appointments from the Microsoft Exchange free busy service TP More information can be found under the category Resource overview 14 InLoox X O Lan
176. new name in the Name box and click OK TP For more information on how to create edit or delete a customer in InLoox PM see Create or manage a customer 4 Click OK NOTE if you have already saved new customers in the InLoox PM options you can see them in the quick selection of the Customer command Click the Arrow and choose a customer from the drop down list Click Delete selection if you want to clear the selection Choose a category 1 Open an existing project or create a new one TIP For more information on how to create a project see Create a project 2 Onthe Management page in the Project area click Category The Category dialog box will be displayed 3 Choose one or more categories from the list in this dialog box The categories are free definable classification criterion for the projects TIP For more information on how to create edit or delete a category in the InLoox PM system see Manage categories 4 Click OK NOTE Use the quick selection by clicking Arrow In the drop down list choose a category you want to add Click Delete all categories to clear the selection Adjust the division structure InLoox PM uses its own division structure which is independent of the Outlook one This structure is available only in the InLoox PM Enterprise Edition and is selectable in the projects The divisions can be structured to any level and can be assigned to a specific project 1 Open the dialog box InLoox PM Op
177. nformation see the category Project archive e Refresh Via the Refresh button all changes will be updated and the view will be reloaded e Filter Show or hide the filter using this button TP For more information about this feature see Search and find projects Project list features The following features can be found in the project list e Open a project Double click on an empty space in the project list or right click there to open the context menu and choose New Project from the list 19 InLoox X e Create a new project Double click on an empty space in the project list or right click there to open the context menu and choose New Project from the list TP For more information see Create a project e Find a project with the same initial letters quickly Press the respective letter on your keyboard and switch to another project with the same initial letter Features in the context menu e The context menu provides you with almost all basic features that are also available in the InLoox PM Toolbar such as New Project Open Project Delete Project Archive Project Refresh Copy Paste Expand and Collapse All Groups or Show Filter Right click on one of the projects in the project list to open the context menu New Project F2 Open Project 6 Delete Project Del Archive Project Refresh F4 Ej Copy CTRL C t Grou lapse p Show Filter 5 Choose Fields o Choose Fields This feature sorts
178. ng to open the Planning page On this page you will find the following features e Create and edit an activity To create a new activity click on the Edit tab in the Edit group New activity To edit an already existed activity select an activity from the planning list On the Edit tab in the Edit group click Edit TIP For more information on how to create an activity see Create and edit an activity e Create and edit a milestone To create a new milestone click New Milestone on the Edit tab in the Edit group To edit an already existed one select a milestone from the planning list and click Edit in the Edit group TIPS o For more information on how to create a milestone see Create and edit a milestone o Use the multiselection for simultaneous editing of the planning elements Click the first planning lement you want to edit and hold the Ctrl key on the keyboard while clicking on all the planning elements you want to edit Then click Edit on the Edit tab in the Edit group e Remove a planning element Select the planning element from the planning list you want to remove On the Edit tab in the Edit group click Delete e Undo redo or repeat an action o You can undo an action e g if you have accidently deleted one planning element On the Edit tab in the Edit group click Undo o You can repeat the last action On the Edit tab in the Edit group click Redo e Create your planning faster Use the Copy and Paste commands from
179. ng status of the summary activity o More information on the summary activity on the Details tab 1 Inthe Description field enter some important information e g the planned deliverables or internal remarks TIPS The information from the Description field will be sent via notification to the divided resources See Display and process work package for more information about the InLoox notifications nLoox PM provides you with the range of the formatting features For the detailed description see Create and change comments in the Customize comments sector 2 Inthe Summary activity box select a group or parent to which the summary activity belongs to define the hierarchy level 3 Inthe WBS code filed enter a work breakdown structure code for identifying activities and milestones in large projects o Further information to the summary activity on the Custom tab 1 Click in the previously created custom field box and enter a new value for it TIP For more information on how to add a new custom field in InLoox PM see Create a custom field 3 Click OK to save the changes Create dependencies between planning elements A dependency represents a relationship between two planning elements where one element with its start or end is dependent on the start or end of the other one A planning element is a successor if it is dependent on the other element A planning element is a predecessor if the other planning element depends on it These
180. nning elements by choosing on the item in the Selected list Click Edit and choose between Start to start Start to end End to start End to end in the Edit Dependency dialog box Set up a lag in the Lag area Activate the Negative control box to create a negative lag 64 InLoox X TP For more information about the dependency and lag see Create planning elements dependency NOTE Click Collapse to make the Available list clearly and collapse all groups Further information to the milestone on the Custom tab Click in the previously created custom box and enter a new value for it TIP For more information on how to add a new custom field in InLoox PM see Create a custom field 5 Click OK to save the changes O Create and edit a summary activity You can organize and structure the existing planning by using summary activities A summary activity summarizes several related single activities to a superordinated activity This leads to a clearly structured project plan Article content Create a summary activity Edit a summary activity Create a summary activity To create a summary activity proceed as follows 1 Open an existing project or create a new one TIP For more information on how to create a project see Create a project In the project on the Start tab in the Section group click Planning Select the activities and milestones that you want to subordinate and click Group E gt in the Grouping group
181. ns the following data type planned expenses planned revenues actual expenses actual revenues sequence number date status name amount budget neutral created by created on changed by changed by e Each entry has a unique number e Each entry has a status which is freely definable TIP For more information about the budget status see Manage the budget status e The total amount of all positions included in the budget is displayed TIP For more information about the budget position see Working with the budget position list and Create and edit a position e The list is sorted by date in descending order You can group or sort it as an Outlook list Features in the context menu The context menu provides you with almost all basic features that are also on the InLoox PM Ribbon such as New Planned Expense New Planned Revenue New Actual Expense New Actual Revenue Edit Budget Delete Budget Generate Actual Revenue Copy and Paste Choose Fields It has also such features as Expand and Collapse All Groups Status where you can define whether the budget is Approved Rejected or Open Right click in the budget list to open the context menu 102 p InLoox XxX New Planned Expense New Planned Revenue New Actual Expense New Actual Revenue Edit Budget Expand All Collapse All BOS PH pox amp VTe 3 Keyboard shortcut e CTRG C Copy a budget into the clipboard e CTRG V Paste a budget from the clipbo
182. nstallation process and uninstall the Software when the corresponding inquiry occurs during the installation and return the properly purchased Software together with packaging license key and receipt voucher to the Software vendor within 30 days of the purchase of the Software Subsequently you will receive full reimbursement of the purchase price you paid 2 Subject Matter of the Agreement 1 Subject matter of this Agreement is the granting of the rights of use in accordance with 3 depending on the type of license purchased in each case and its extent of functions By purchasing this Software you become the owner of the Software storage medium e g a CD ROM but not of the Software itself The Software is licensed not sold The Software shall always remain the intellectual property of InLoox and or 201 InLoox X l the respective right owner As a purchaser of the Software you shall only be entitled to use the proprietary object i e to use the Software as agreed upon InLoox grants this right of use in the form of a license 2 The Customer has checked whether the Software specification meets his desires and requirements before concluding the Agreement He knows the essential functional qualities and conditions of the Software 3 Product descriptions and presentations in test programs are service descriptions but are not warranties Warranties require a written statement from InLoox company management 4 The Customer is not e
183. nsulting 2011 0012 mpp TPS For more information on how to import Microsoft Project files please see Import a planning file For information on how you can generate Microsoft Project files in InLoox PM please see Manage planning templates 130 InLoox X a Filter sort and group Filter sort and group your project planning according to your individual information needs These features help you to keep the overview especially of extensive project plans You find them in the planning on the View tab in the Arrange group TIP For more information on how you can display your planning filtered sorted or grouped by specified criteria please see the Adjust a view section in the article Work with the planning Edit in the line In InLoox PM 7 it is no longer necessary to open planning elements and to edit them in a dialog box you can do this directly in the line Click therefore in the planning in the line of the planning element that you want to adjust and change its name start or end date it Financing 02092011 24 11 2011 1 HE 8 Credits 14112011 21 11 2011 1 aD amp W sponsor negotiations vath 02112011 14112011 1 70n E Implementation 14 112011 24 112011 1 16 00 h Er Correction phases 0209 2011 1409 2011 1 1200h TIP For more information on this topic please see Work with the planning Quick selection of resources Now you cannot only assign project resources in InLoox PM via the Select Contac
184. nt see Create an InLoox PM account 3 Select the permissions for the respective user from the Permissions list TIP For more information about permissions see List of permissions 4 Click OK Edit user permissions Choose one user from the list and click Edit Click OK after you have made all changes you want Remove user permissions Choose one user from the list and click Delete Set role based permissions Please follow these steps to set role based permissions NOTE Role based permissions are only active if there is at least one user based administrator permission 1 2 In the Options dialog box in the Role based permissions section click Edit to change the selected role based permission Select the permissions for the role from the Permissions list TP For more information about permissions see List of permissions Click OK List of permissions The following permissions apply to InLoox PM Workgroup Server and Enterprise Server Permissions for the actions listed can be assigned to users or roles Description Permission Restriction or Prerequisite 192 InLoox X Create projects User has the right to create new projects Only available with user based existing reports is granted permissions e Project visible in the InLoox PM project list e Project can be opened Read projects e Project can be exported if the right to use INone Access mind maps Right to re
185. nt based security architecture In InLoox PM you can select role based and user based permissions Role permissions are defined according to the function carried out by each person involved in the project be it as project manager team member customer partner or any other activity InLoox PM then assigns the correct permission to each person assuming a given role MPORTANT User account oriented permissions apply to all projects This allows for example company management to look at all current and concluded projects whereas practical responsibility remains in the hands of the project manager and team 189 InLoox X User account oriented permissions require a Windows Server with Active Directory or InLoox PM contacts Role permissions additionally require Exchange Server To open the permissions please follow these steps 1 Open the dialog box InLoox PM Options TIP For more information on how to open the InLoox PM options please see Open the InLoox PM options 2 Under Permissions click Permissions On the right side you see the Permissions section A Options General options ir Permissions Permissions More options User Dasec permissions Mind 5 Pi op New Type ser name Create projects Read pra Documents 8 Max Schiller schil 2 d Budgets Edit 3 Rita Meyer meye z Reports 8 Gordan Newman Delet Outlook emails Contact management Custom fields Project locks InLoox 4 migration license key Web App
186. nt is also saved on the Documents page o Further information on the time tracking entry on the Custom tab Click in the previously created custom field and enter a new value TP For more information on how to add a new custom field in InLoox PM see Create custom fields TP An internal price per hour is in file for each group For more information on how to customize the internal prices and the available groups please see Generate and edit groups 90 p Bia a InLoox xX Documents Work with the document list In the project in the Start tab in the Section group click Documents page On this page in the Edit tab you will find the following features o open the Document W Assessment of Valuexisx 3 Protocol W Price list and Brochuresxisx CAProjects Microson Office Excel Wor W Observationof Competitor CAProjects Concept Microsoft Office Excel Wor A Quick word about protocols Decsuse Ihe Internet and everything it CAProjects Base material Microsof Office Word Do ies bulRon CAProjects Microso Office Word Do CAProjects Microsoft Office Word Do CAProjects Microsof Office Word Do CAProjects Microsoft Office Word Do CAProjects Microsoft Office Word Do aj 2011 0012 Media consultin CAProjects Protoco Outlook Item W Edit Milestoneprg CAProjects Communica PNG Image e Add new document On the Edit tab in the Edit group click New TP For more information see Create and edit a docu
187. ntitled to receive a license for the source program 5 InLoox renders all deliveries and services in accordance with the state of the art 6 InLoox reserves all rights which are not explicitly mentioned in this EULA 7 If the Software is marked Not for resale or Nicht zum Weiterverkauf bestimmt in any way it may neither be resold nor transferred 8 The Software may then be exclusively installed on a network server if the License purchased by the Customer is explicitly designated as server license A server license entitles the Customer to operate one database one set of logically related data on one database management system 9 In the event that the Software is used in a network the Customer must ensure that there is a License for each data processing unit and or each named user having access to the server and the possibility to use the Software The Customer must prevent that two or more individuals gain access to the Software sharing one named user License 10 If the Software is marked Corporate License or Unternehmenslizenz the Customers is entitled to deploy or provide the Software to an unlimited amount of users within Customer s organization The restrictions of 2 8 and 3 shall remain in effect In addition the Customer agrees to sign a Software Service Agreement for the entire term of the use of the Software 11 The Software is licensed as a whole You may not separate its componen
188. ntries to a project e TP More information can be found under Add Outlook elements to InLoox PM e Projectlist switches to the project list overview in the InLoox PM folder This folder is comparable with an email calendar or task folder of Outlook The InLoox PM folder can be located on the network server or on your own hard disk depending on the installed version TIP More information can be found under the category Project list e Dashboard The Dashboard view shows selected basic data all of your projects TP More information can be found under the category Dashboard view e Timeline During the planning of multiple projects that run parallely InLoox PM supports you with the timeline view TP You can also adjust the timeline view according to your individual requirements More information can be found under the category Timeline view e Time tracking This view shows an overview of all project working times system wide which you are allowed to access TP More information can be found under the Time tracking view e Resources The visual resource overview displays the resource capability and work load It integrates both project work packages from InLoox PM and appointments from the Microsoft Exchange free busy service TIP More information can be found under the category Resources e Contacts InLoox PM contacts contain information such as emails addresses postal addresses or different telephone numbers of the team members even if they
189. nutes 3 Set up the interval which is shown in minutes 4 Click OK or Apply The data will be saved in the data base and is valid for all InLoox PM users Resources Work with resources Manage the resource capability and work load more efficiently with the visual resources overview It integrates both project work packages from InLoox PM and appointments from the Microsoft Exchange free busy service This way you always have an instant and complete overview of all project resources be it team members rooms or tools 167 ae InLoox X 1 On the InLoox PM tab in the Views group click Resources The resource overview loads all resources system wide NOTE In Outlook 2003 2007 click Extras in the InLoox PM Toolbar and choose Resources from the list TIP You can also load resources for a specific project or for the specific planning element For more information see Call up and manage resources 4 My Tasks To Do List Jan 2010 sas Mon 25 Tue 26 Wed27 mu28 Fri 29 Fi Tasks Rachael Gallagher gallagher glogplc com F int a a Tom Tompson tom tompson cvm com y gt Ela 2009 0010 Media Consulting Advertising material 2009 0010 Media Consulting Analysis media strategy 2009 0010 Media Consulting Collection of information 2009 0010 Media Consulting Communication research 2008 0010 Media Consulting Meeting E 2009 0010 Media Consulting
190. ocuments page For more information see Work with the document list WARNING Effects of changing base path or rules e Existing subfolders are not deleted or renamed when the subfolder configuration is changed e In existing projects new structures only become effective when new documents are added Create and edit a document InLoox PM saves storage space and avoids duplicate records simultaneously As the software works with file and object links documents are not saved in Microsoft Outlook and Exchange Server The InLoox PM document storage and management technology is based on intelligent links within Microsoft Outlook Microsoft Windows and Microsoft SharePoint Server The advantages of this method are e Virtually no additional storage space required keeping InLoox PM projects lean e File rights are inherited If for example you add a file from a protected network folder or SharePoint store to the InLoox PM storage the file can still only be read and updated by authorized users at no additional cost e Backup and existing version and document management applications can still be used 1 Open an existing project or create a new one TIP For more information on how to create a project see Create a project 2 Inthe project on the Start tab in the Section group click Documents a TP Choose first the document folder path in the new project to store the new documents For more information see Create and change the document f
191. oday s view The plan is positioned so that the red day line is on the left side of the Gantt chart e Display All Click Display All in the Zoom group to adjust the date interval of the Gantt chart to the project end or start first and last element e Display the selected planning element only Select a planning element from the planning list On the Zoom tab in the View group click Display Selected e Zoom On the View tab in the Zoom group click Zoom in or Zoom out to change the Gantt chart view The following time intervals are available years quarters months weeks days hours quarter hours and minutes e Sort You can define the view of the project list by sorting it by criteria such as Name Start date End date or Progress On the View tab in the Arrange group click Sort by Select a criteria from the drop down list e g Is critical e Group On the View tab in the View group click Group by In the drop down list click on the field you want to group by The project list will be grouped by the criteria you have chosen NOTE You can remove the grouping by clicking None in the Group by drop down list e Filter On the View tab in the Arrange group click Filter by Select the filter criteria from the drop down list Only those planning elements will be displayed in the planning list which contain the selected criteria e Define outline level Click Outline Level in the Arrange group on the View tab Select an outline level
192. of planned expenses type are totalled and or cumulated by group Planned revenues All planned revenues from the budget page Method Budget documents of planned revenues type are totalled and or cumulated by group Actual expenses time tracking Actual expenses time tracking from the budget page Method Actual expenses time tracking are calculated automatically Time tracking items from the time tracking page multiplied by the group purchasing costs cumulated by group TP For more information about the group purchasing costs see Create and edit groups Actual expenses Actual expenses from the budget page except actual expenses time tracking Method Budget documents of actual expenses type are totalled and or cumulated by group Actual revenues Actual revenues from the budget page Method Budget documents of actual revenues type are totalled and or cumulated by group Chart type by group The chart type By group gives an ongoing comparison between the amounts management planning and budgets pages The list represents you all amounts cumulated by group Element Description All Cumulated revenues planned revenues actual revenues and expenses planned expenses columns_ jactual expenses time tracking actual expenses per InLoox PM used group 121 InLoox X Method Expenses planned resources per group Exp
193. of the defect submitted in writing Each Customer is obliged to test all modules with regard to usability in the concrete situation before starting any operative use This also applies to programs the Customer receives in the context of supplementary performance or a possible maintenance agreement 2 The Customer shall take adequate precautions to counter situations where the program does not operate properly in whole or in part e g by data backup error diagnosis regular check on the results The Customer shall be responsible for ensuring the operation of the working environment of the program He shall be obliged to carry out the necessary adjustments to his firewall virus scanners or similar data protection mechanisms in his network as well as his server InLoox shall not bear the risk of incompatibility of the Software with the software or hardware used by the Customer 3 You shall not be entitled to use or modify the logo and or trademarks of InLoox unless the company management of InLoox has given its prior agreement to the use or modification of the logo in writing 203 InLoox X 4 Subject to the provisions of 69 e German Copyright Act UrhG you may not reverse engineer decompile or disassemble the Software 5 You undertake to indemnify and defend InLoox from all claims of third parties including reasonable lawyers fees arising or resulting from any use of this Software against the agreement 6 Warranty 1 De
194. of the formatting features For more information about these features see Create and change comments in the Customize a comment section o Inthe Status area you can do the following changes Click Progress to display a list of different degrees of completion and choose the suitable degree You can also activate the done check box to display the processing status of the node Choose from the Flag list a color to mark the node in the mind map 3 Click the Format amp Icon tab to format the node and do the following o Inthe Format area you can define the font font size color and the color of the node or the color of the frame o Inthe Icon list choose different pre defined icons such as basics business or miscellaneous This icon will be displayed in the node 4 Click the Custom tab to add additional information o Click the previously created custom field e g work location and enter a new value for it TP For more information on how to add a new custom field in InLoox PM see Create a custom field Add resources to the node 49 InLoox X l You can assign resources to the nodes of your mind map to draft some initial thoughts about the assignment of activities 1 Open the Edit Node dialog box to add a new resource Choose one of the following options to open this dialog box o Inthe Node group click Edit Node o Right click on the Mind Maps area and click Edit in the context menu Edit Node Standard Format amp lco
195. oject Del 4300 Refresh F4 Copy CTRL C i j laps Show Filter Choose Fields e Choose Fields This feature sorts and organizes the projects by important data o On the Choose Fields dialog box click one field e g Customer and drag it into the column headers o Reset the fields per Drag amp Drop into the dialog box Information rules in the project list The completed or cancelled projects are struck through and marked grey in the project list 153 InLoox X A Keyboard shortcut F4 Create a new project F2 Refresh the project list CTRG P Print the project list CTRG C Copy a project into the clipboard CTRG V Paste a project from the clipboard to the project list InLoox PM contacts Activate the contact management Due to the contact management InLoox PM can be used with full functionality without Microsoft Exchange Server and can also be combined with alternative groupware servers Administrators can activate or deactivate the InLoox PM contact manager in the InLoox PM options according to their individual requirements IMPORTANT You need administrator permissions to activate the contact management in the InLoox PM options The InLoox PM contact management is only available in InLoox PM multi user versions InLoox PM Workgroup Server and InLoox PM Enterprise Server 1 Open the InLoox PM Options dialog box TP For more information on how to open the InLoox PM options please see Open the InLoox PM
196. older path 3 On the Edit page in the Edit click New Or click Edit to edit the document 4 Inthe New Document Edit Document do the following 98 InLoox X Standard i Links Custom es o General information to the document on the Standard tab 1 Inthe Type area select File or Internet link 2 On the Document area in the Path box enter a path or internet link By choosing File click en choose a document you want from the Open dialog box The document will then be displayed in the Document list on the Documents page 3 Select the Copy to project folder check box In the drop down list choose a subfolder in which you want to copy the document TP For more information on how to create a subfolder see Create a subfolder 4 Inthe Additional information area in the Status field enter instructions e g complete or awaiting release 5 Inthe Notes field enter comments and remarks to the document TP InLoox PM provides you with the range of the formatting features For the detailed description see Create and change comments in the Customize comments section o Links to other project items on the Links tab 1 Create links 1 Click Add 2 Choose between Planning Time Tracking or Mind Map items from the Assign Document Object Link box 99 InLoox X 3 Click Add and then OK InLoox PM displays a document as a paper clip on the page you have chosen You can also open the document on this page 2 You c
197. olors of Allocated Over Allocated or Over Allocated Max 5 Click OK or Apply to apply the colors to the resources Work with the workload diagram The load chart provides a central overview of the allocation of all relevant resources that is always up to date Please proceed as follows to display the load chart Click the InLoox PM tab then click in the InLoox PM Ribbon in the Views group Resources In this case the Resource Overview loads resources system wide 170 InLoox X NOTE In Outlook 2003 2007 click Extras in the InLoox PM Toolbar and choose Resource Overview from the list TP You can also load the resource overview for a specific project For more information please see Call up and manage resources Jan 2010 Mon 25 Tue 26 Wed 27 Thu 28 5 Name Rachael Gallagher gallagher glogpic com Tom Tompson tom tompson cvm com 0 meno BS C Ela Macgregory ella macgegory cvm vom 38 E 2009 0010 Media Consulting Advertising material el 2009 0010 Media Consulting Analysis media strategy 2009 0010 Media Consulting Collection of information 100 2009 0010 Media Consulting Communication research a 2009 0010 Media Consulting Meeting Gi 2009 0010 Media Consulting Kick Off 100 o Exchange Calender m p 4 The following features are available e The view always filters the resources and workloads by the time period specified by Select time period e Durat
198. om InLoox direct service and support NOTE Please have your customer number to hand InLoox GmbH Address KantstraBe 2 D 80807 Munich Germany Internet www inloox com E Mail info inloox com Phone 49 89 358 99 88 22 Fax 49 0 89 358 99 88 99 Our contact our office in the USA InLoox Inc Address One Embarcadero Center Suite 1060 E Mail office sf inloox com Phone 415 445 4660 Fax 415 335 4022 InLoox X ne Handle exceptions There are certain rare configurations that can cause an unpredictable behavior of the software To cater for this we have developed a special message dialog box which permits a more accurate examination of the problem If such an exception occurs in your installation there are various ways to inform us about it These options are described below 1 The InLoox PM dialog box for exception handling is displayed a intoox PM re R An exception occurred Help Source InLoox Message Object reference not set to an instance of an object Email report Continue 2 This dialog box allows our developers to localize an unpredicted condition more precisely and make future versions of InLoox more stable Click Details in the dialog box lt InLoox PM sA tiski Source InLoox Message Object reference not set to an instance of an object Application version 7 0 0 Target site Void SecureRibbonMenu mi at IQmedialab InLooxAddin V
199. om fields Prefabricates Project locks bport InLoox 4 migration License key import Web App options User settings Download Rename Name 3 Perform one of the following actions o Change the name of the saved template Choose one template from the list and click Rename In the Rename Mind Map Template dialog box in the New Name field type a new name for this template and click OK o Remove a template permanently from InLoox PM Choose one template from the list and click Delete o Save a template in your local data e g to send it to other users Click Export and choose a local storage location on the Save Mind Map Template dialog box to save the template Click Open o Load a template from your local data Click Import and choose a template in the Load Mind Map Template dialog box then click Open o Click Download to download the mind map templates from the InLoox website 4 Click OK or Apply to save the changes in InLoox PM Copy a mind map to the planning The mind map data can be copied to the planning Each node will be an activity in the planning TIP For more information on how to create a mind map see Create a mind map 1 On the page Mind Maps in the Edit tab in the Mind Map group click Copy To Planning 53 InLoox X 2 Inthe Copy Mind Map dialog box in the Copy Mind Map to planning area do one of the following Copy Mind Map E gt Copy Mind Map to planning Start date time 16 06 2011
200. om tab Click in the previously created custom box and enter a new value for it TIP For more information on how to add a new custom field in the InLoox PM system see Create custom fields 5 Click OK to save the changes TP An internal price per hour is in file for each group The internal prices and the available groups can be customized under Generate and edit groups Copy positions from the existing budget documents Copy positions to be more efficient instead of adding them if a project contains already budget information 109 InLoox X l e Copy one single position via the commands Copy and Paste from a budget of one project to another budget optionally of the other project within a project Cross project copying enables you to reuse positions which have already been created somewhere else These commands are available on the Budget Positions tab in the Budget Positions group e Copy all position of one budget type with the help of the commands Copy and Paste on the Edit tab in the Budget group e Copy position from one project to another via the Windows clipboard Manage the budget status You can add a status to each budget document There are three statuses such as open approved and rejected in the InLoox PM by default TP For more information about budget status see Create and edit a budget In the InLoox PM options you can change the budget statuses and add a new one 1 Open the dialog box InLoox PM Options
201. omatic billing numeration avoids forgetting any expenses or charging them twice Article content Generate an invoice Issue a report for the budget Generate an invoice ROND on Open an existing project with the budget TIP For more information on how to create a budget see Create and edit a budget In the project on the Start tab in the Section group click Budgets Choose a budget from the budget list to which you want to generate a bill actual revenue On the Edit tab in the Action group click Generate Actual Revenue Alternativly you can generate a bill from the context menu via Generate Acutal Revenue Right click in the budget list to open the context menu and choose Generate Actual Revenue Choose from the drop down list between All Positions and Selected Positions The actual revenue is generated together with the positions of the budget document you have chosen Drag a column header here to group by that column Assemble sensors Expense time Meeting protokol hours 125 40 00 50 00 Plan Actuak Actual Expense time Assesment Thurs hours 000 40005 0005 Expenses material 25 03 20 700 00 o Expense time Initial meeting hours 075 40005 30 00 a503 20 sane 5 Expense time Editing meeting re hours 075 40005 30005 a a Expense time Discuss possible a hours 125 40005 5000 Pp New Planned Expense Expense time 2011 0012 Medis hours 025 4000S 1000 aana New Planne
202. omatically redenominated If for example is replaced by InLoox PM does not recalculate the amounts but simply changes the currency symbol as if the rate of exchange were 1 1 Open the InLoox PM options In the InLoox PM options you can make changes to the basic parameters and you can set up permissions in InLoox PM The administrator opens the InLoox PM Options as follows 1 Click the File tab Click InLoox PM Options in the navigation pane D k Posteingang N Home Send Receive Folder Language setting Change language setting for InLoox PM Support InLoox PM help InLoox PM project management help 3 Options Help TP Users require administrator permissions to change global settings For more information see Set up permissions User settings can be changed by any user Open the InLoox PM options in Outlook 2003 2007 In the InLoox PM options you can make changes to the basic parameters and you can set up permissions in InLoox PM The administrator opens the InLoox PM Options as follows 187 InLoox X 1 Click Tools in the InLoox PM Toolbar 2 Click Options in the drop down list TP Users require administrator permissions to change global settings For more information see Set up permissions User settings can be changed by any user Work offline with InLoox PM With InLoox PM Workgroup Server and Enterprise Server users work directly on a database server You can however configu
203. on Involved resources You perform one of the following actions e Accept and create an entry in your calendar or task list manually or e Decline and reply in free form in an E mail Notify via Outlook task You will receive a task in your Outlook task list after you have chosen an Outlook task request as notification for example with the title New element Strategic Project 2007 0002 Max Smith The sender is the project planner The task contains the following planning data Project name and number Description Duration Your own effort Location Involved resources You can perform one of the following actions e Enter a value in the Status Priority and Complete fields You can also create a reminder for this task or e Delete a task or mark it as completed Notify via Outlook meeting request You will get an appointment after you have chosen Outlook appointment request as notification type for example with the title New element Strategic Project 2007 0002 Max Smith 163 InLoox X Sender is the project planner The appointment contains the following planning data Project name and number Description Duration Your own effort Location Involved resources You can perform one of the following actions e Create a reminder or change other options in the Outlook appointment or e Decline or delete it from the calendar Manage the work package view Clarify tasks and responsibilities w
204. oolbar 2 Choose one or more project in the project list 3 On the InLoox PM tab in the Reports group click Reports and choose from the drop down Create Report NOTE In Outlook 2003 2007 click Reports in the InLoox PM Toolbar 4 Inthe New Report dialog box in the Selection area choose All project or Selected projects or Projectts matching 137 InLoox X New Report i Report i Planning Time tracking Budgets o Selection All projects Selected projects Projects matching Number contains Name contains Customer contains Mt _ Template Use this template Angebot 7 Create report Cancel 5 Optionally you can filter the report data in this dialog box TIP For more information see Filter the report data 6 Optionally you can save a report for quick access TIP For more information see Manage the saved reports 7 Click Create report after you have made all changes you want 8 Inthe Print Options dialog box choose the settings you want o Inthe Print Target area in the Direct to filed choose in the drop down list the output format e g PDF Excel or Word o Inthe Options area specify individual pages or sets of pages to be printed o Click Start Filter report data Report designer issues reports of any level of detail e g by single activities whole projects or for the whole company Consolidation aggregating and filtering are available for detailed reports and
205. options User settings S Role based permissions Edit Role Read projects Access Mind Ma Access Partners Vv K E Team members v Vv 4 Additional Project Managers z z Customers conc 3 Permission Mode Remarks e Permissions based on Windows and InLoox user accounts Active directory accounts in domain mode and local Windows and InLoox user accounts in User based workgroup mode are supported permissions e Apply across all projects and on the entire database NOTE InLoox PM does not support Windows groups at this time e Users acquire permissions by assuming a role in a project Project members are all persons who are listed in the project on the Management page as In Charge Role based Possible roles Project manager Team member Customer Partner Other permissions Microsoft Exchange Server or InLoox contacts are required NOTE Persons are identified by their Windows or InLoox Security Identifier or SID and the Windows X400 address or Exchange address Persons with the 190 InLoox X same X400 address have the same role based permissions in InLoox PM If this is not what you want please deactivate the role based permissions entirely by removing all permissions for all roles Examples InLoox PM combines role based and user based permissions The permission records of both modes are added The example below illustrates a common configuration e The role team may
206. or tasks and calendar in the InLoox PM elements in the Outlook task list the Outlook calendar section e Assign a work package Select a planning element from the planning list and click Add Workpackage in the Action group on the Edit tab In the New Work Package dialog box fill in the needed information o Select the resource that you want to assign the work package to o For more information on how to do this see Add resources o Additionally you can select the This task is already completed check box to mark the work package as done e Remove the defined constraints of planning elements Select from the planning list an element with time constraints and click Remove Constraint in the Action group on the Edit tab TP For more information about constraints see Create dependencies between planning elements e Remove the dependency between planning elements Click Remove Dependency in the Actions group on the Edit tab The defined dependency will be deleted and you can move the elements as you like e Change planning direction On the Edit tab in the Settings group click Direction Select a planning direction e g Forward Scheduling or Backward Scheduling Then add the Project Start or End TP For more information about the planning direction see Create planning elements dependency e Stop sending notifications On the Edit tab in the Settings group click No Notification Notifications with project information or regarding project ch
207. orts and organizes the projects by important data o On the Choose Fields dialog box click one field e g Customer and drag it into the column headers o Reset the fields per Drag amp Drop into the dialog box Information rules in the project list e The work packages are marked in red if they are overdue 166 InLoox X e The work packages are marked in black are on time or completed according to the selected view Set up the work package refresh interval With InLoox PM you can set manually the refresh interval for work packages in the work package list IMPORTANT A modification can only be done by an InLoox PM user with administrator permissions 1 Open the InLoox PM Options dialog box TIP For more information on how to open InLoox PM options see Open the InLoox PM options 2 Under General options click More options On the right side there is the More options area Options General options Project number Q More optans Project statuses Customers Activate this setting to insert a new Outlook item category after Add to Project Copy Groups Copy to Task Deveg ons J Add new category to Outlook item when using Add to project Mind Map Mark project as time critical if i Seales ant cam H Documents J oject not complete Budgets J Project end cate exceeded Orttlook emails J Not completed project activities exceeded Project locks Set Workpackages refresh interval in mi
208. oup field above the columns Click on column header and drop it to the column headers of the list to resert the grouping 3 On the InLoox PM Time Tracking area you can use the InLoox PM stop watch TIP For more information see Record personal time efforts with the stop watch Features in the work package list The following feature can be found in the work package list e Open a work package Double click on an entry in the work package list In the Work Package Details dialog box you can open an associated project and see the following details Project name and number Element Name Start and End of the work package Description Resource Work amount in hours State completed or open The planning item will be immediately marked with the check mark in the planning if you will activate the this work package is completed control box C oOo0o0OoO0UCOWUlCOOUlUlw Features in the context menu The context menu provides you with almost all basic features that are also on the InLoox PM Ribbon such as Open Deiails Open Project Open Associated Project Work Package Completed Synchronize It has also such features as Reload and Show Filter Right click in the list to open the context menu Details anzeigen Zugeh riges Projekt ffnen Arbeitspaket abgeschlossen Zeiterfassungseintrag buchen Synchronisieren 2 S e 9 e Aktualisieren Filter anzeigen Felder auswahilen e Choose Fields This feature s
209. our Outlook task list or your Outlook calendar directly out of the InLoox PM workpackage list 1 Click the InLoox PM tab and then Show Workpackage List in the Extras group NOTE In Outlook 2003 2010 the workpackage list is displayed automatically in the Outlook calendar and task list as soon as you have been added as a resource to the respective workpackage 2 Select the workpackage on the workpackage list that is supposed to be synchronized 3 Select Synchronize With Outlook Task With Outlook Calendar A new Outlook element will be created in the Outlook task list or the Outlook calendar InLoox PM items in the Outlook task list the Outlook calendar The respective Outlook item now is synchronized with the InLoox PM planning On the right side next to the project you will find this InLoox PM information Element Description 173 InLoox ee This Outlook element is linked Activate this check box if you want to keep the start and end date of this to an InLoox PM planning Outlook element synchronized with the start and end date of the InLoox element PM planning element Project name Name of related project Number Number of related project Item name Name of the InLoox PM planning element Start Start of the InLoox PM planning element End End of the InLoox PM planning element Description Description of the InLoox PM planning elem
210. owing o Edit view double click the view you want ot edit or click Edit o Remove view Remove permanently one view from InLoox PM Choose a view from the list and click Delete o Reset views Click Reset views if you do not want alle changes to be accepted o Export view Save a view in your local documents Choose one view from the list and click Export o Load view Load a view from your local data Click Import and choose a view file in the Import File dialog box then click Open o Download view Click Download to download an exisiting view template from the InLoox website oP ON Customize a view In the Outlook Ribbon on the Start tab in the InLoox PM group click Projects to open the project list Now you can customize the project list view with the following possibilities NOTE In Outlook 2003 2007 click InLoox PM Folder in the InLoox PM Toolbar to open the project list e Sort the information in the project list Click on a column by which the project list is supposed to be sorted 182 InLoox X The project list will be displayed according to your choice Click in the column to sort in rising or in descending order by clicking Group the projects according to the selected criterion Click on a column e g Status by which the project list is supposed to be grouped o Drag a column into the area above the column headers The project list will be grouped by the selected criterion Reset the grouping via Drag and Drop into the proj
211. owing options to open this dialog box o Inthe group Node click Edit Node o Right click on the Mind Maps area and click Edit in the context menu 50 InLoox X a Edit Node Standard Format amp Icon Resources Documents Custom D Documents Cren z file Name Storage Path Planning Parametersdoa S6 Projekte 2 Click the Documents tab 3 Do one of the following o Add anew document 1 Click Add 2 Fill out the New Document dialog box with the required information TP For more information on how to add a document via the New Document dialog box see Create and edit a document 3 Click OK The added document is displayed in the node with a clip Click this symbol to open the document This document is also saved on the Documents page o Add a previously saved document from the Document page 1 Click the Arrow next to the Add button 2 Inthe drop down list select Link 3 On the Select Entry dialog box choose a document and click OK o Open a document 1 Inthe Documents area choose one document from the list 2 Click Open o Remove a document 1 Choose the document from the list in the Documents area that you want to remove 2 Click Delete TP You can link files with the InLoox PM project plan on your local computer or on a server If you are a team member specify the server path for the link to which all project team members have access For more information on how to add and edit the documen
212. p down list 7 Choose whether you want to have in your template all positions or only selected 8 Select Visible for all users control box if you wish 9 Click OK The new template is now available under Load Template For more information see Load a budget template Visible for all users Budget overview Display the budget overview Compare planned and actual time and expense values on a real time basis View single activities resources or even entire projects you won t lose deviations of your project anymore Article content Tabular overview Graphical overview Tabular overview 1 Open a project with the existing budget TIP For more information on how to create a budget see Create and edit a budget 2 Inthe project on the Start tab in the Section group click Budget Overview 3 On the View tab in the Budget Overview group click Table 116 InLoox X M Media Consulting 20 InLoox PM Project lr ee aT insta oth fo ra Actual expenses time Actual at Actual Actual margin Cost variance plan vs _ St 3 77000 17370005 Production 1480 00 0 00 26500 00 25 020 00 19 350 00 000S 29025005 967500 15345005 Maintenance 0005 0 00 500 00 500 00 000s 0 00 0 00 0 00 500005 Design 0 00 oos oos 0o05 000s 000s 000s 0 00 0005 Schuld 0005 0005 000 000 0005 0005 0005 0005 005 Total 14480 00 600 00 2700000 11920005 28 690 00 78000
213. permission system and to improve response times The following systems are used by the different InLoox PM editions InLoox PM edition Data storage Via Microsoft SQL Server Compact Edition Data is stored in a file which normally Personal carries the extension SDF SQL Server Compact Edition Database File Filename is InLoox sdf The file is located in the InLoox PM installation folder Database management systems supported for networked operation are Workgroup Server e Microsoft SQL Server all versions and editions of SQL Server 2005 and and Enterprise ene o Server e Oracle versions 11g 10g 9i 8i 8 0 including Personal Express and x64 editions e MySQL version 5 0 Back up project data To back up all of your InLoox PM data you can use the correspondent tool producer A regular data accortding to the InLoox PM editions backup is carried out as follows InLoox PM edition Procedure It is sufficient to make regular copies of the InLoox PM files on CD ROM or tape The data file which normally has the extension SDF SQL Server Compact Edition Personal Database File must not be opened in any program The standard name of the file is InLoox sdf The file is stored in the InLoox PM installation folder Save the entire InLoox PM database on the server where it is published You can use any software which supports the backup of databases during operation scheme
214. port types IMPORTANT A user requires read access and permission for using report templates to export the project data For more information on how to assign permissions and the lis of available permissions see Setup permissions and List of permissions 1 Open the dialog box InLoox PM Options TP For more information where you can find the InLoox PM options see Open the InLoox PM options 2 Under Reports click Templates On the right side you will see the Reports area Options General options Permissions Mand Map gt Plannning Documents Budgets Templates Budget postions Budget documents Budget statuses gt Reports Outlook emails Custom fields Project locks License key User settings New Name Eat Budget overview Document list Design Expenses revenues Letter _ Delete Meeting Memo Export Planning overview Project completion import Project kickoff Project status Download Time tracking Turnover list 3 Do one or more of the following o Create a new template by clicking New In the Report dialog box in the Name of the report field type a name Define also for which project page this report template will be created Select the corresponding check box in the Show as quickreport in area Click OK o Change the existing template Choose one from the list and click Edit In the Report dialog box make the changes you want as it is described in the first point o Change the templa
215. project list Group projects Group the projects with InLoox PM according to the different criteria This feature makes easier the project management and allows project information to be found quickly Follow these steps below to group your projects 1 Click the InLoox PM tab on the Outlook Ribbon and then Timeline NOTE In Outlook 2003 2007 click InLoox PM Folder in the InLoox PM Toolbar and then Timeline in the InLoox PM project list 2 Onthe InLoox PM Ribbon on the Start tab in the Timeline details group click Group 3 Inthe Group by dialog box perform one or more of the following actions Group By Group projects Group items by Project number x Ascending Descending Then by Project name iy Ascending Descending Then by none X Ascending Then by Show last group as row header CE i Gene o Group items by Choose a group field from the following groups Start date End date Categories Progress Priority Project number Project name Client or Fixed deadline Then the projects will be grouped by the selected field o Ascending descending Choose if you want to group in ascending or descending order o Then by You have the option to group by four fields 24 InLoox X o Show last group as row header This option creates a title column by the last group field 4 Click OK or Reset if you don t want to save the changes Search and find projects You will find in the project list
216. project members Consequently you can search for team members with certain skills in your company and deploy them for specific project tasks And this is how you can generate skills in InLoox PM and assign them to certain project members 1 Open the InLoox PM options dialog TP For more information about how to open the InLoox PM options please see Open the InLoox PM options Under Planning Click Skills On the right side you will find the Skills area as well as the Skill Assignment area FE sim Description New Relational databases Experience in the use of relational databases Edit DTP Expertise At least one year of professional experience Delete English language skis Fluent inspoken and written Trade fair experience Experience inthe management ofa tradefai 1 Skills To create a new skill please click New in the Skills area In the New Skill dialog box in the Name field you can name the respective qualification and add a description in the Description field Please confirm with OK and the newly created skill will appear in the list To adapt an already existing skill click the respective skill in the list and click Edit You are now able to change the naming of the skill in the Name field and to change the description of the skill in the Description field Confirm with OK and the changed entry will appear in the list To delete an already existing skill permanently click the respective skill in the list the
217. project partners e Assign more team members Click More and specify any other contacts e g quality control staff heads of department or other stakeholders TIPS e It is possible that you set permissions read write and delete by assigning persons to the project in InLoox PM Workgroup or Enterprise Server if InLoox PM is accordingly configured For more information see the category Security and Data Protection e nLoox PM provides you with different address books such as the InLoox PM address book Microsoft Outlook and Exchange Server address books e Use the Skills feature on the Choose Resource dialog box to assign resources according to their skills Click the Search by Skills drop down list and activate the check boxes of the required skills Then click OK A list of employees with the respective skills is displayed Select a resource from the list and click OK For more information see Assign skills to resources NOTES In the Staff area the following possibilities are available e Double click the name of the staff member to open the assigned contact e Select a mailing list containing for example all members of the customer s project team Mailing lists are automatically resolved by InLoox PM e Right click on one of the resources to open the context menu and choose Delete or Delete all items to remove the name or names Use Up and Down to change the order of the names Click Details to open the contact information e Use the qui
218. project you want to delete and then click Delete NOTE Only users with the administrative rights can delete projects permanently 28 InLoox X Management Assign a project name and number 1 Create a new project TIP For more information on how to create a project see Create a project 2 Inthe Project area in the Name field enter the name of your project The project name is a freely definable description of the project NOTE The project name can be used for more than one project 3 Inthe Name field enter the number of your project to identify it in the InLoox PM system This field is a mandatory field You can customize the number in the InLoox PM options TIP For more information see Change the number format Adjust the project number In the InLoox PM options you can customize and configure the InLoox PM features inter alia the project number TP The options also define the project number format For more information see Change the number format Article content Setting a project number Mode description for prefix and suffix Examples of common formats Setting a project number 1 Open the dialog box InLoox PM Options TIP For more information on how to open the InLoox PM options see Open the InLoox PM options 2 Under General options click Project number On the right side you see the Project number area 29 InLoox X Options General options 5 Permissions In Project number Mind Map
219. projects management For more information about the Management page see the category Management except project contacts Project contacts can be added changed or deleted Prer g i ites It allows the user to control the roles of persons in a q Edit project project e Edit projects contacts proj e Edit Management 193 InLoox X Add project notes Allows you to create and change project comments on the Management page TP For more information on project comments please see Create and change comments Prerequisites e Edit projects e Edit Management Delete project notes Permission to remove your own project comments and other users comments on the Management page Prerequisites e Edit projects e Edit Management Delete own project notes Allows you to remove your own project comments on the Management page but not to remove other users project comments Prerequisites e Edit projects e Edit Management Lock projects Project can be locked for other users Users without the respective permission may not edit locked projects and cannot remove the lock TP For more information on how to lock a project see Add other project information Prerequisites e Edit projects e Edit Management Edit mind maps Allows adding changing and deletion of all mind maps of a project TP For more information about mind maps see the category Mind maps Prerequisite
220. py Paste Update Document List aa 5 Clean Up Document List File Properties Expand All Collapse All fi Choose Fields Keyboard shortcut e CTRG C Copy a document into the clipboard e CTRG V Paste a document from the clipboard to the document list NOTE You have no read permissions if the lock icon is displayed in the list In this case no item will be displayed Create and change the document folder path InLoox PM organizes your file or SharePoint Server Every project offers access to related documents With a click of a button you can quickly link the saved documents in you folder to the project by adding or changing a document folder path This feature is also very useful if you want to link a lot of new documents All you need is just update your document page Article content Change the document folder path Create the document folder path Create the document folder path InLoox PM organizes your file or SharePoint Server Every project offers access to related documents With a click of a button you can quickly link the saved documents in you folder to the project by adding or changing a document folder path This feature is also very useful if you want to link a lot of new documents All you need is just update your document page 94 InLoox X 1 Open an existing project or create a new one TIP Eor more information on how to create a project see Create a project 2 Inthe project on the Start
221. raint As soon as possible is set up as default value for the Start and As late as possible for the End InLoox PM will automatically display the calculated date in the Time frame section 61 InLoox X l 5 Choose below if you want to set your own date and the constraints In the drop down list choose between On No earlier than No later than TP For more information about the dependency and constraints see Create planning elements dependency 5 Inthe Status area define the progress or activate the done check box to display the processing status of the activity o More information on the activity on the Details tab 1 Inthe Description field enter some important information on the activity e g the targeted deliverables or internal remarks TIPS The information from the Description field will be sent via notification to the divided resources See Display and process work package for more information about the InLoox PM notifications _ InLoox PM provides you with a range of formatting features For the detailed description see Create and change comments in the Customize comments section 2 Inthe Summary activity box select a group or parent to which the activity belongs 3 Inthe WBS code box enter a work breakdown structure code to identify activities and milestones in large projects 4 Inthe Location field enter a location o Set dependencies between activities planning elements on the Dependency tab 1 Choose from the Avai
222. re individual workstations to use InLoox PM when it is disconnected from the network When reconnecting with the company network an automatic synchronization is carried out IMPORTANT Not all database systems support offline availability or replication InLoox PM offers the data structures that are needed for synchronization and replication but uses the synchronization features of the database system In certain circumstances you might need to change the database system or the related software to take advantage of offline availability Check the documentation of your database system regarding offline availability and replication TP You find step by step guides about InLoox PM configuration for offline availability in the Download section of the InLoox website In case of problems please contact our installation support For the contact information see Request support for the InLoox PM installation Install InLoox PM Install InLoox PM IMPORTANT Please note that Outlook must already be installed and fully operational before you can install InLoox PM The installation usually takes no longer than five minutes per client The server installation only required for InLoox PM Workgroup Server and Enterprise Server can be performed directly from the client In the Whitepapers of the InLoox PM Website you find step by step guides for the InLoox PM installation e or InLoox PM Personal e for InLoox PM Workgroup Server e for InLoox PM Enterpri
223. read projects and read budgets All other roles are ignored for the sake of clarity e The user account Gordon Newman is authorized to edit projects and edit budgets TP For more information about permissions see List of permissions e Gordon Newman is part of the team in the project Product Development e There are three other projects in which Gordon Newman is not involved and therefore does not have the role team Consequently these permissions apply to Gordon Newman e He may read and edit the project Product Development He may also read and edit budgets in this project Gordon Newman has these permissions in all projects in which he is in the team role e Gordon Newman cannot see any projects in which he is not a team member He does not have the permission to read projects which is a prerequisite for all other permissions Thus Gordon Newman has no permissions for any other projects The following permissions apply to all other team members involved in the project Product Development e They may read the project Product Development and read but not edit budgets They do not have the permission record of the account Gordon Newman e Persons who are team members in other projects than Product Development can see in contrast to Gordon Newman a number of projects but may not edit any of them InLoox PM permissions are very flexible and allow a wide variety of scenarios to be covered without hi
224. reate planning elements dependency In the Status area select the done check box to display the processing status of the milestone o More information on the milestone on the Details tab 1 2 3 4 In the Description box enter some important information on the milestone e g the wished deliverables or internal remarks TIPS The information from the Description box will be sent via notification to the divided resources See Display and process work package for more information about the InLoox PM notifications nLoox PM provides you with the range of the formatting features For the detailed description see Create and change comments in the Customize comments section In the Summary activity box select a group or parent to which the milestone belongs In the WBS code box enter a work breakdown structure code for identifying activities and milestones in large projects In the Location field enter a location o Set dependencies between milestones planning items on the Dependency tab 1 Choose from the Available list one planning item and click gt gt InLoox PM creates the chronological interdependency between the milestone and the selected successor The Selected list contains all successors of the milestone currently being edited To remove a successor click on the button lt lt InLoox PM deletes the chronological interdependency between the milestone and the selected successor Define the dependency between pla
225. rmation on how to find or filter projects see Search and find projects For information about how to sort and group projects please see Create a view Article content Add a division Determine a customer Choose a category Add a division 1 Open an existing project or create a new one TIP Eor more information on how to create a project see Create a project 2 On the Management page in the Project area click Division 3 Inthe Division Structure dialog box choose an internal or external division for the responsibility of the project TP For more information on how to create edit or delete a division in InLoox PM see Adjust the division structure 4 Click OK WARNING This feature is only available in InLoox Enterprise Edition NOTE if you have already saved new divisions in the InLoox PM options you can see them in the quick selection of the Division command Click the Arrow E and choose a division from the drop down list Click Delete selection if you want to clear the selection 33 InLoox X Determine a customer 1 Open an existing project or create a new one TP For more information on how to create a project see Create a new project 2 On the Management page in the Project area click Customer to open the dialog box 3 Do one of the following in the Customer dialog box o Add one of the customers from the list that is already set o Click New to add another customer In the New Customer dialog box type a
226. rocess work packages As a project planner you can inform project resources about assigned work packages and about the changes in project TIP Eor more information on how to assign a resource to a work package see Add resources InLoox PM provides you with the following notification types InLoox PM Email Outlook task request Outlook appointment request Find the detailed description of these types below Article content Notify via InLoox PM Notify via E mail Notify via Outlook task Notify via Outlook meeting request Notify via InLoox PM You will get the message InLoox Work Packages after you have chosen InLoox PM as notification type 161 InLoox X 3 3 InLoox PM Work Packages ead SQ Media Consulting 2011 0012 Start Wensday 5 Oktober 2011 08 00 End Thursday 3 November 2011 16 00 Correction phases 96 00 Element modified Credits 56 00 Element modified Synchronize with Tasklist a Calendar Open details Open project e Display planning data In the InLoox PM Work Package dialog box double click an entry or click Open details to display the work package details The following planning data are displayed Project name and number Time frames or date Work package name Your own effort work amount in hours Current synchronization o EventTypeText e g if the planning element was changed e Synchronize work package with an Outlook elements Choose one work package from the
227. rom InLoox PM by clicking Delete 4 Click OK or Apply to save the changes in InLoox PM WARNING Effects of editing or deleting a category e The renaming of a category takes immediate effect in all related projects e The deletion of a category takes immediate effect in all related projects 39 InLoox X Add project team members By assigning project team members such as members of the project team project partners customers etc you are able to distribute the workload of the project to the co workers and to inform project members which projects they are assigned to or following up its process Your employees will know for which parts of the business they are responsible By setting up a project team you define access permissions to the project 1 Open an existing project or create a new one TP For more information on how to create a project see Create a project 2 Onthe Management page in the Staff area do the following e Assign a project manager Click Manager and then in the Choose Resource dialog box choose an address book from the Address Book drop down list Select from the list one or more names for the project e Assign a team Click Team and select from the list one or more internal co workers e Assign a customer Click Customer and select from the list one or more customer contacts for the project e Assign a partner Click Partner and select from the list one or more persons whom you want to add to the project as
228. rsonalized view Use and manage personalized views Customize a view Standard views included in InLoox PM Use the standard views provided by InLoox PM These views help you to display data in a flexible way Name Appearance Filter Grouping Purpose Active projects Filter all non completed projects To show all active projects for example to create turnover lists or to support customers Inactive projects Filter all completed projects To inspect archived project records Projects by Grouping all projects grouped by the field To help to maintain an overview as category Category projects multiply Projects by Grouping all projects grouped by the field P f status Status To display an internal procedure Projects by Grouping all projects grouped by the field To display internal responsibilities and project manager Project Manager allocated projects Projects by Grouping all projects grouped by the field To display external responsibilities and customer Customer allocated projects Negative gross result Filter all projects in which the total costs are higher than the invoices rendered To identify losses and determine financing requirements Open calculations Filter all projects with open budgets of the type Calculation To determine turnover potential and follow up on offers Generate a personalized view InLoox PM enables
229. rt types of the budget overview MEAN cceccceeeceeeeeeeeeeeeeeeeeeteeeeseeeeee 118 New features in INLOOX PM 7 ceeeeceeeeseeceeeeneneeeeeneeeeeeesaeeeeeeaaeaeesesaeeseseaaesseseaaessesegaesseseqaeeseseneesaesensensenes 124 Design and COMMON esiisa r aeaaaee a e Eta e saat see beset pen Saad ced Rene vate pees 124 PHANG E A E ih te lave tie pias E E tenets fetes E E E E eee eee tenet fee 125 PFOJECL COMMUNICATION crise ved cogs cs ved beled E E ieee eden ee E 132 Time tacke E EEA nantes A N enema een eniie 134 DOCUMONTAUO wis cette ee ceeds sine hed E E eee dee tee ned eee EA E 135 Bele eee Perera E eee ener reer erie ree E pe ence eee eee ree ae ree rere rere eee E 136 FROPOMS A A PEN A dann E aac ced duane A tadvatee at ante de aes aaee eta E eds aera 137 Create ATC POM eset escdeeteeae eateries aetien teas ees aa a sy diesen ele ais laste aaa ibaiei naina aE 137 Pe epon CALE 3 ects hte we ceeete T fee cane tesestane ded aheeeed S 138 Manage the Saved TEpOrts osiinsa AOE EANA Eiaa Eaa EA RRA 139 Manage the report templates eccceecesccceeeesecceeeeeeneeeeeneneeeeaeaeeeeanaaeeeeaaaaeeeegaaeenseneneesseneneeeseneneeesene 141 Work with the report GOSIQNel ccceesccceeeseeceeeeseeeeeeeneeeeeeesaeeeeeeaaeneesesaaceesesaaeseseeaeaeseenneaeseenseseseeneenes 142 Types oi report templates en ANON 143 TINEO si E EA E E EA eter ere E ER 144 Work Wih UMEME sssini eiiiai as REN E E E E A 144 Dashboard VEW auianiere
230. s see Create and edit a budget e Create a planned revenue On the Edit tab in the Budget group click New Planned Revenue A planned revenue serves a planning or proposal preparation TIP For more information about adding of budgets see Create and edit a budget 101 Name OOOO O Te Se pme so Dem Expense ti Createsor hours 4000S 960 005 M Expense Revenue Expense Expense 0 Assemble hours 40 00 19 320 00 v v Expense ti Meeting hours 125 4000 5000S v 4 Plan Actual Actual Expense ti Assesmen hours 00 40005 os S o Expenses material 25 03 20 700 005 Expense ti Initial mee hours 075 40 00 30 00 v v Expenses journey 25 03 20 80 00 Expense i Editing m hours 075 400s 3005 M v 3 Expense ti Discuss po hours 125 4000 5005s 4 15 Expense ti 2011 001 hours 025 4000 1005 M 4 13 Expense ti Business hours 050 40005 20 00 a A 25 03 20 600 00 12 Exnense ti Conferenc hours 100 4000s 4000S mA InLoox X l e Create an actual expense On the Edit tab in the Budget group click New Actual Expense to record actual expenses TP For more information about adding of budgets see Create and edit a budget e Create an actual revenue On the Edit tab in the Budget group click New Actual Expense An actual expense can be also generated e g with the expense positions from the time tracking Normally an actual expense is a bill TIP For more information about
231. s to remove the entries from the Clean Up Document List area from the database WARNING Information can be lost during cleaning 100 R n InLoox xX Budgets Work with the budget list In the project in the Start tab in the Section group click Budgets o open the Budgets page On this page in the Edit tab you will find the following features of the budget list Budget Positions Meda Consulting 2011 0017 InLoox PM P Reports Budget Positions PlarvActual Drag a column header here to group by that column e Expense actual time tracking InLoox PM creates automatically an Expense actual time tracking The time tracking items in this budget are disposed according to the activities and groups to which they belongs NOTE The Editing of the expense actual time tracking is limited e Expenses planned resources InLoox PM creates automatically an Expenses planned resources The total work time of all resources is multiplied by the group purchasing price for each activity All activity expenses are cumulated by group TP Each group has an internal price per hour You can change this price group or add a new one via the InLoox PM options For more information see Generate and edit groups e Create a planned expense On the Edit tab in the Budget group click New Planned Expense to record expenses The resources will be used from the planning T For more information about adding of budget
232. s 2011 0012 Me Remove 2 Click the Documents tab Choose one of the following options o Add new document 1 Click Add TIP For more information on how to add a document see Create and edit a document 75 InLoox 2 Click OK Now the added document is displayed in the project plan with a paper clip Click this symbol to open the document This document is also saved on the Documents page o Add a previously saved document from the Document page 1 Click the Arrow next to the Add button 2 Inthe drop down list select Link 3 On the Select Entry dialog box choose a document and click OK o Open a document 1 Inthe Documents area choose a document from the list 2 Click Open or double click the item o Remove a document 1 Choose a document from the list on the Documents page that you want to remove 2 Click Delete TP You can link files with the InLoox PM project plan on your local computer or on a server If you are a team member specify the server path for the link to give access to all team members For more information see the category Documents Show the critical path The critical path marks activities and milestones which in case of delay immediately lead to the exceeding of the planned project end You can display the critical path only in an already existing planning TP For more information on how to create a planning see the category Create planning elements 1 ffnen Sie ein best
233. s group click Save and close Clean up project locks InLoox PM applies to projects in process a so called record lock feature Under certain circumstances this lock can remain in place for example when a VPN user unexpectedly got disconnected from the network To clean up all record locks in InLoox PM proceed as follows IMPORTANT Please make sure that all users have saved and closed all of their InLoox PM projects before you start to clean up project locks 1 Open the InLoox PM options TP For more information about how to open the InLoox PM options please see Open the InLoox PM options Click Project locks In the Project locks section click Delete project locks Confirm the safety query with Yes Click OK or Apply to save the changes R ON 200 InLoox X Legal notices and agreements Copyright InLoox Copyright 2001 2013 InLoox GmbH All rights reserved Windows and the Windows logo are trademarks of the Microsoft group of companies Report Print engine List amp Label Version 17 Copyright combit GmbH 1991 2011 IMPORTANT InLoox PM is protected by copyright Unauthorized duplication or unauthorized selling of this software program or a part of it is punishable This will be prosecuted with civil and criminal penalties and can produce severe claims for compensation as result License Terms of InLoox GmbH End User License Agreement EULA By using this Software Product including installation and copy
234. se Server The Download section also contains an MSI package for the deployment via software distribution to multiple clients TP In our Support center you will find assistance in solving installation problems In case of problems you can also contact our installation support For more information please see Request support for the InLoox PM installation 188 InLoox X Request support for the InLoox PM installation Outlook is a complex software product Difficulties in connection with the installation of InLoox PM are not common but are too complex and too new to have been described in the Help file Please note that we can unfortunately only deal with problems arising from the installation of InLoox PM and not with general Outlook problems Please follow the link to find all of our contact details Security and privacy Set up permissions In InLoox PM you can configure finely structured and freely definable permissions So you can clearly define responsibilities and make sure that only authorized users gain access to sensitive data You can set permissions in InLoox PM Workgroup and Enterprise Server in the InLoox PM options NOTE InLoox PM is delivered without permissions being set So every user can see and change all permissions This might be a security risk Article content Overview of role and account based security architecture Set user based permissions Set role based permissions Overview of role and accou
235. sent 2009 0001 Rita Meyer SAPT Ltd Tradeshow 2009 0003 Rita Meyer SAPT Utd Resource Collection 2009 0004 Rita Meyer Intern Media Consulting 2003 0010 Gordon Newman Glog pic Product Release 2009 0012 Rita Meyer PhoneMe Ltd NOTE In Outlook 2003 2007 click InLoox PM Folder in the InLoox PM Toolbar 2 Click New Project or double click on an empty field in the project list Keyboa 3 Entera rd shortcut Press F2 in the project list to create a new project in InLoox PM project name and further information on the project As a creator you will automatically be added as project manager TIP The project customer list contains the preselection of all companies that participate in an InLoox PM For more information see Assign a division customer and category 4 Inthe project on the Start tab click Save and Close after you entered all required information 15 InLoox X m General features and printing of the project list The InLoox PM project list provides you with various features that make project editing easier and faster As a standard you can see only those projects in the project list that are accessible for you Article content Important features of the InLoox PM Ribbon Project list features Print in the project list Important features of the InLoox PM Ribbon Click Projects on the Outlook Ribbon to switch to the InLoox PM project list You will find the following features on the tab Start in the InLoo
236. serts automatically the next bullet or number 3 To finish the list press ENTER twice or press BACKSPACE to delete the last bullet or number in the list Add further elements Add hyperlinks symbols or images to your comments to make your information more visual and to provide information more easily 1 On the Format tab in the Insert group click one of the following o Hyperlink If you want to link a file a website or a picture click Hyperlink In the Text to display field enter the text that will be displayed in your comment In the Address field select a file path or enter the URL of a web site o Symbol Using this command you can enter the following Symbols that are not on the keyboard such as 1 4 and Special characters that are not on the keyboard such as an arrow or a dash Unicode characters 43 InLoox X If you are using an expanded font such as Arial or Times New Roman the symbols in the list are displayed then in the selected font In the list you can also select the language characters such as Arabic or Russian Cyrillic letters if available o Picture Browse to the folder where the picture that you want to add is saved select the picture and then click Insert You can resize the picture directly in the comment Find text You can quickly search for every occurrence of a specific word or phrase 1 On the Format tab in the Editing group click Find 2 Inthe Find box enter
237. set the fields via Drag and Drop back into the dialog box Create a reminder You can create a reminder for each time tracking entry e g call again 1 Click the InLoox PM tab on the Outlook Ribbon then click Time Tracking NOTE In Outlook 2003 2007 click InLoox PM Folder in the InLoox PM Toolbar and then Timeline in the InLoox PM project list 2 Choose an entry from the Time Tracking list 3 Inthe Start tab in the Actions group click Create Reminder NOTE In Outlook 2003 2007 click Create Reminder in the InLoox PM project list 4 Inthe New Reminder dialog box perform the following actions New Reminder mE S Date and duration noes E Date Time Freitag 5 August 11 16 Also remind _ TF eta Assemble sensors 1 Inthe Date and duration area choose from the Remind me drop down list an option 2 Inthe Date Time box choose the date and time for the reminder 3 Optionally you can send a reminder to other persons 149 InLoox X m 1 Activate the Also remind check box 2 Click and choose from the Select Contact dialog box a name 3 Click OK 4 Inthe Details area type additional notes 5 Click OK Now you can see the new reminder in your Outlook calendar at the time you have entered Record personal time efforts with the stop watch Record your personal working times up to the minute with the InLoox PM stop watch Afterwards you can book the recorded workin
238. several options to find a project you are looking for This chapter will introduce you to the search function the use of views and filters when searching a project Article content Use views Use filters Search function Search function 1 Click Project list on the Outlook Ribbon to switch to the InLoox PM project list NOTE In Outlook 2003 2007 click InLoox PM Folder in the InLoox PM Toolbar 2 Type into the field Search projects the project name or other information on the project you want to find 3 Click P The projects which include the entered text are displayed NOTE If the search is completed you can clean up the search field by clicking Close search x Use views 1 Click Project list on the Outlook Ribbon to switch to the InLoox PM project list NOTE In Outlook 2003 2007 click InLoox PM Folder in the InLoox PM Toolbar 2 Click the tab InLoox PM and then More Views in the Views group All saved views are displayed by default 3 Choose one view from the list e g Projects project manager view You will see an overview of all projects to which you are assigned as project manager TIP For more information on how to save a view see Create a view 25 aaaea InLoox X Use filters 1 Click Project list on the Outlook Ribbon to switch to the InLoox PM project list NOTE In Outlook 2003 2007 click InLoox PM Folder in the InLoox PM Toolbar 2 The filter row is available above the project list Send
239. start the quick print feature of the contact list O TP For more information about printing see General features and printing of the project list in the Print in the project list area o Refresh By clicking the Refresh button in the Current View group all changes are updated and the view is reloaded o Create a new address book and manage it In the Contact group click Address book and choose from the drop down list Manage Address Book TIP For more information see Add manage and delete an address book Features in the contact list The following features can be found in the contact list e Open a contact Double click on one item in the list e g to edit it e Search the contacts The search bar permits to find quickly any contact TIP For more information about this feature see Search and find projects Features in the context menu The context menu provides you with almost all basic features that can also be found on the InLoox PM Ribbon such as New contact Edit Delete and Refresh It also provides features such as Switch to Project List and Show Filter Right click in the list to open the context menu TP For more information about the filter feature see Search and find projects Gi New contact gt oO Edit X Delete 43 Refresh Switch to Project List Filter ausblenden L Keyboard shortcut e F2 Refresh the project list e CTRG P Printthe project list 160 InLoox X Work packages Display and p
240. strictions e InLoox PM Personal must not be used as a server e When the maximum number of named users has been reached InLoox PM will no longer function on any user on which it was last installed or started e The license manager on the terminal server counts the number of active users for whom InLoox PM has been licensed InLoox PM monitors the permissible number of users The following message is displayed to indicate that there are too few licenses The maximum number of users has been reached It is not possible to use InLoox PM Please check the license key or ask your system administrator The following procedure makes initially sure that only those active users on which InLoox PM is currently installed are counted 1 On the Outlook Ribbon click the File tab Click InLoox PM Options in the navigation pane NOTE In Outlook 2003 2007click Extras in the InLoox PM Toolbar then click Options 3 Under License key click License key IMPORTANT The License key in the options will only be displayed if you have administrator permissions 4 Onthe InLoox PM master licenses area choose a license key from the list and click Delete 5 Click OK or Apply If the error message persists InLoox PM must be removed from the excess clients or additional licenses have to be acquired Please refer to your reseller or the producer for this You will receive immediately a license key to license the required number of users for InLoox PM
241. t E but also via quick selection e g in mind maps in the time tracking or the planning Click the arrow to receive a compact pre selection of often deployed resources 131 InLoox X Rita Meyer SF De Treatman Sr Treatman inlogo net Notificatic Max Schiller Workdoal Andreas Klug Tom Schwarz Gordan Newman 21 of the resource s capacity Cost perHour F Individual Purchase Price h Disposition Price h Is assetbillable E This taskis already completed Please see the respective help categories to receive more information on this topic Project communication Article content Project comments Text formatting Project comments On the Management page you can now exchange comments on the project as formatted text link or image with other team members In the comment history you can track the exchange of information 132 a InLoox X Please request a paper sample in advance The followeng pnnt shops should be conudered ww cheap pr rt com I have inserted my remarks as comments Please discuss the wiual concept for the posters and Max Schiller Text concept for the brochure has been prepared Test concept brochure Slem Pisasse review TIP Eor more detailed information on how to use the comment feature please see Create and change comments Text formatting Use in InLoox PM 7 text formatting images hyperlinks colors and symbols to concisely convey additional
242. t opening it TIPS To find out more about project categories see Assign a division customer and category You can also create your own category for the projects For help see the chapter Manage categories o Change status You can also change a status or a degree of completion of the selected project in the view Click Change Status and choose from the list the respective status e g started or completed TIPS For more information see How to add further information in the status date area You can save or edit a new project status type in the InLoox PM options For more information see Change the project status o Printa timeline view In the Current View group click Print to start the quick print feature of the timeline view TP For more information about printing see General features and print of the project list in the Print in the project list area o Refresh Via the Refresh button in the Current View group all changes will be updated and the view reloaded o Adjust the timeline view In the Timeline Details group you will find the following features Today Switches to current date Month view Switches to month view Week view Switches to week view 22 InLoox X l Day view Switches to day view Zoom in or zoom out Enlarge or reduce the time period of the timeline o Group the projects Group the projects by certain criteria such as a customer priority etc TIP For more information see Group proje
243. t they have been destroyed and that all copies have been destroyed along with the written assurance that this has been effected 10 Secrecy 1 The Contracting Parties undertake to treat all objects they receive from the other Contracting Party or objects they gain knowledge of e g software documents information which are legally protected contain business or company secrets or are designated as confidential confidentially even beyond the expiration of the Agreement unless these objects are publicly known without any infringement of the obligation of secrecy The Contracting Parties shall store and save these objects in such a way that any unauthorised access by third parties is excluded 2 The Customer permits access to the subjects of the Agreement only by his personnel or third parties requiring access in order to perform their assigned tasks He shall inform these persons about the need for these objects to be kept confidential 11 Applicable law legal venue The law of the Federal Republic of Germany shall be applicable excluding the United Nations Convention on Contracts for the International Sale of Goods The place of performance and legal venue for all disputes arising from and in connection with this Agreement shall be the registered office of InLoox GmbH Munich Bavaria for agreements with business owners traders This also applies if the Customer does not have a general place of jurisdiction in Germany or if his p
244. te content by clicking Design In the InLoox PM Report Design dialog box make the changes you want TIP For some information on how to work with the report designer see Work with the report designer For the hole information see the included help in the Report Designer dialog box o Remove the existing template from the list by clicking Delete 141 InLoox X o Save a template in your local documents Choose one template from the list and click Export o Load e template from your local data which you have received from other users Click Import and choose a template in the Open Report Template dialog box and then click Open Click Download to download the report templates from our website 4 Click OK or Apply to save the changes in InLoox PM Work with the report designer Customize the template content for report in the InLoox PM report designer that is available in the InLoox PM options IMPORTANT Please note that this chapter describes only the first steps for the report designer The complete help document you will find in the InLoox PM Report Designer dialog box 1 Open the dialog box InLoox PM Options TP For more information where you can find the InLoox PM options see Open the InLoox PM options Under Reports click Templates On the right side you will see the Reports area In the Reports area choose one template e g Time tracking from the list which you want to change and click Design The following
245. te the change history 144 s InLoox X m Dashboard view Adjust the dashboard view The dashboard view shows you the main project areas You can get all important information to the current projects without opening one and compose your own dashboard view from the different widgets 1 Click InLoox PM tab on the Outlook Ribbon and then Dashboard in the Views group NOTE In Outlook 2003 2007 click InLoox PM Folder in the InLoox PM Toolbar and then Dashboard in the InLoox PM project list Ea Media Consulting Media Consulting By Brochure 2010 LWN Sales Represent Prochct Release Other 2 Inthe Dashboard view perform one or more of the following actions o Create a personal dashboard view On the InLoox PM Ribbon in the Start tab in the Current View group click Widgets Choose the widgets that you want from the drop down list e g Project status overview or Top 5 projects actual margin TP For details on the different widgets please see Widget types 3 Refresh All changes are updated and the view is reloaded when clicking the Refresh button in the Current View group 4 Issue a report Optionally you can also issue a report on this view by clicking Reports in the Reports group TP For more information about reports see the category Reports 145 InLoox X TP For more information about reports see the category Reports NOTE Double click on the entry in the widget list to open the corresponding pro
246. template drop down list Filter the data in the Time tracking tab and click Create TIP Eor more information on how to issue a report and adjust the data see Create a report o Inthe Reports group select a saved report from the gallery view e g Time tracking TIP Eor more information on how to add a new budget template to InLoox PM please see Manage report templates Information rules in the time tracking list e A time tracking item can be marked with one of these flags P r P e A paper clip shows that one or more documents are linked to the time tracking item Click on the Paper clip and then on the button o open a list of the linked documents e The total duration of all items is displayed above the time tracking list e The list is sorted by date in descending sequence and can be grouped and sorted just like an Outlook list Features in the context menu The context menu provides you with almost all basic features that can also be found on the Time Tracking page such as New Edit Delete Copy and Paste or Create Reminder It has also features such as Expand and Collapse All Groups or Choose Fields Right click in the time tracking list to open the context menu r New Copy m Paste eate Re Expand All Collapse All fy Choose Fields Keyboard shortcut e CTRG C Copy atime tracking entry into the clipboard e CTRG V Paste a time tracking entry from the clipboard to the time tracking list NOTE if the
247. the Edit group on the Edit tab to copy already existing planning elements and insert them into a new planning You can edit the newly created elements as you want e Mark planning elements as done Select an activity or milestone from the planning list which is finished and click Done in the Highlight group on the Edit tab to mark the planning element as done e Highlight a planning element in the planning list Select one planning element from the planning list and click Flag in the Highlight group on the Edit tab Choose one color from the drop down list Now you can see the selected flag in the planning list next to the element NOTE Unlike in previous versions the selected flag color does not have an impact on the color of the element in the Gantt chart in InLoox PM 7 55 InLoox X e Highlight a planning element in the Gantt chart Select one planning element from the planning list and click Color Cain the Highlight group on the Edit tab Click the color circle to select a user defined color from the color spectrum Click the arrow to see a compact pre selection of standard colors The planning element will be displayed in the Gantt chart in the selected color e Synchronize work package with Outlook elements Select one element from the planning list and click Synchronize with in the Action group on the Edit tab Select either Outlook Task or Outlook Calendar from the drop down list TIP Eor more information see Quick access panels f
248. the Time Tracking tab Choose All entries to include the complete list of time tracking entries Choose Time tracking entries matching to filter between Date Performed by and Group You can specify their combination by selecting the corresponding check box o Filter the report data in the Budgets tab Choose All Budgets to include the complete list of budgets and budget position Choose Budgets matching to filter between Expenses actual time tracking actual other revenues plan expenses plan revenues plan Date and Status You can specify their combination by selecting the corresponding check box In the Show positions area selected the positions you want Already billed Not billed Billable and Not billable 5 Click Create report after you made all changes you want TIP For more information on how to create a report see Create a report Manage the saved reports You can save the reports with the predefined filter data for quick report issue Do the following to save a report 1 Click Projects on the Outlook Ribbon to switch to the InLoox PM project list NOTE In Outlook 2003 2007 click InLoox PM Folder in the InLoox PM Toolbar 139 InLoox X l 2 Choose one or more project in the project list 3 On the InLoox tab in the Reports group click Reports and choose from the drop down Save Report NOTE In Outlook 2003 2007 click Reports in the InLoox PM Toolbar 4 Inthe Saved Reports dialog box do the follo
249. the completion date of the project can be seen in the planning or not Typical examples of fixed deadline projects are trade fairs or Christmas card mailings TP The project end is marked in red in the planning For more information see Work with the Gantt chart in the Information rules in the project list section e Archived With this command you can archive the project The archived project will be saved in the project archive TP For more information see the category Project archive e Lock project This command protects your project from being changed by other users Only authorized users can change this mode TP For more information please see Set up permissions Mind maps Work with the mind map Click Mind Maps ral open the Mind Map page On this page you will find the following features e Add new node On the Edit tab in the Node group click New Node You can name it directly in the mind map view or by right clicking the mouse an choosing Edit in the context menu TP For more information see Create a node e Edit anode On the Edit tab in the Node group click Edit Node to add further information to the selected node e Remove anode On the Edit tab in the Node group click Delete Node to remove the selected node from the mind map e Copy and paste Create quickly child nodes with the help of Copy and Paste in the Node group on the Edit tab e Seta progress to the node On the Edit tab in the Node group click Progress and
250. the planning start by considering any necessary lags between planning elements The slacks critical planning elements as well as the critical path can be determined due to this calculation TP Eor more information on the critical path and slacks see Show the critical path Do the following to create a backward scheduling Forward Scheduling Planned Start 02 09 2011 08 00 E Backward Scheduling fom 24 11 2011 15 00 v On the Edit tab in the Settings group click Direction Select Backward Scheduling from the drop down list Enter an end date for the planning Choose the date in the Planned End box InLoox PM calculates the project plan from the end date until the start date 4 Create the first planning element by clicking New Activity or New Milestone in the Edit group on the Edit tab 5 This first element is the last one in the project plan and has no successor ON 70 InLoox X k 6 Determine the latest completion date of each predecessor in the planning TP For more information on how to create planning elements see Create and edit an activity and Create and edit a milestone Resources Add resources You can assign work packages to your project team members and determine the distribution of work The procedure of assigning work packages is the same for activities milestones and summary activities all features can be found in the dialog box New or Edit of each planning item 1 Open the New Act
251. the project by selected data 150 InLoox X o On the Choose Fields dialog box click one field e g Budget critical and drag it into the column headers o Reset the fields via Drag and Drop back into the dialog box Project archive Archive a project File completed projects comfortably in the project archive If needed you can access them again The archive improves the overview and keeps your project list clear 1 Click Projects in the Outlook Ribbon to open the InLoox PM project list 2 Choose a completed or inactive project from the list 3 On the InLoox PM tab in the Views group click Archive NOTE Alternatively click Archive project in the context menu Right click on one of the projects in the project list to open the context menu You can see now the archived project in the InLoox PM archive view Archive a project from the project form 1 Open an existing project or create a new one TP For more information on how to create a project see Create a project 2 On the Edit tab in the Status group click Archived 3 Click Save and Close Adjust the archive view Each archive entry shows information on a project in the archive Only authorized users can see the projects Article content Work with the archive view Features in the archive overview 151 a InLoox Xx Work with the archive view 1 Click the InLoox PM tab on the Outlook Ribbon and then Time Tracking NOTE In Outlook 2003 2007 clic
252. the text you want to search for 3 Do one of the following o Click Find next to search for every occurrence of a word or phrase o If you want to search simultaneously for all occurrences of a word or phrase click Search All and choose between Match case Find whole words only Regular expression NOTE To cancel a search progress press ESC Replace text You can automatically replace a specific word or phrase Ei you replace the word or phrase by another one the new word or phrase overtakes the formatting of the old one On the Format tab in the Editing group click Replace In the Find box enter the text you want to search for In the Replace with box enter a new text Select Other options to do one of the following o Click Find next to search for another occurrence of the word or phrase o Click Replace to replace the occurrence of a word or phrase by another one o Click Replace All to change all occurrences RONS NOTE To cancel a replace progress press ESC Add other project information On the Edit tab in the Status group you can add the following elements to a project e Priority You can set the level of importance of a project On the Edit tab in the Status group choose whether the project has high low or normal priority Setting the level of importance also enables you to sort the projects in the project list by importance 44 InLoox X D e Fixed deadline With this command you can define whether
253. tions TP For more information on how to open the InLoox PM options please see Open the InLoox PM options 2 Under General options click Divisions On the right side you see the Division area 34 InLoox X Options General options j te Project number y Divisions Project statuses Customers New Your company Groups EE Management B Development Frontend More options Backend Permissions Support Mind Map tst Level Templates 2nd Level Planning Jd Level Documents Budgets gt Reports Outlook emails Custom fields Project locks License key gt User settings 3 Do one of the following o Insert a new division to change the division structure Click New and enter a name in the Name box and notes in the Description box if necessary in the dialog box New Division o Edit the existing division structure Choose one entry from the division list and click Edit in order to change it Remove a selected division from the list by clicking Delete 4 Click OK or Apply to save the changes in InLoox PM WARNING Effects of editing or deleting a division e The renaming of a division takes immediate effect in all relevant projects e The deletion of a division takes immediate effect in all relevant projects Create and manage a customer The InLoox PM options support you with a central customer management Create a new customer system wide in the InLoox PM options as well as in
254. ts see the category Documents Import a mind map template Mind map templates accelerate the creation of mind maps Templates contain predefined nodes and resource data TIP For more information on how to create a mind map template see Save a mind map template Load the already available data to a new mind map 1 Open an existing project or create a new one TIP For more information on how to create a project see Create a project 2 Inthe project on the Start tab in the Section group click Mind Maps 51 InLoox X 3 On the Mind Map page on the Templates tab in the Action group click Import Template 4 Inthe drop down list choose one of the following formats o MS Project File o MS Project Exchange File o XML File o InLoox PM Mind Map File These formats allow you to load the template from your local data 5 You can also select the saved templates in the InLoox PM Templates group in the gallery view TIP For more information on how to save a template see Save a mind map template Save a mind map template You can save a mind map as a template in order to re use it for other projects Save the selected mind map as follows 1 Open an existing project or create a new one TIP For more information on how to create a project please see Create a new project In the project in the Start tab in the Section group click Mind Maps On the Mind Maps page in the Edit tab in the Action group click Save Template I
255. ts and Item and attachments separately TP Below you find the description of all these operations in the Management methods area 178 InLoox X l 2 Inthe Subfolder drop down list choose a subfolder You can also create a new one by clicking New 1 In the Create a New Subfolder dialog box select the directory in which you want to create a new folder 2 Click Create New Folder 3 Click OK TP For more information on how to create a subfolder see Create a subfolder 3 Inthe Status field enter instructions e g complete or awaiting release 4 Inthe Notes field enter comments and remarks to the document Optionally you can also format these comments Use features such as cut copy and paste undo and redo font font size font style bold italic strikethrough subscript superscript and underline font color and text highlighting You can also select the font size increase or decrease the size by one increment and change the case 5 Click Links to link the Outlook element with a project element Click Add and then OK InLoox PM displays a document as a paper clip on the page you have chosen You can also open the document directly from this page 3 Click OK InLoox PM saves the Outlook element as a document on the Documents project page NOTE The context menu contains several options to adjust the project list view Right click in the project list to open the context menu e Expand or reduce the project list v
256. ts and or use it for distinct application on more than one computer other than described in the Software user documentation 12 Military usage of the Software is prohibited 3 The Customer s Rights to the Software 1 The Software all additional programs the symbols used InLoox logo written documents as well as documentation are legally protected The copyright patent rights trademark rights and all other rights in goods and services as well as industrial property rights to the Software and other above mentioned objects which InLoox makes available or hands over to the Customer as part of the process to set up and implement the Agreement are the exclusive property of InLoox in the relationship of the Parties Should third parties be entitled to any rights InLoox shall have the corresponding rights of use 2 The Customer purchases the Software in order to use it for his own purposes on a permanent basis non exclusive license The Customer is entitled to use the quantities of Software for which he purchased licenses InLoox hereby grants the Customer the right to use the programs which are necessary for these purposes as well as the right to copy programs on the main memory and hard disks as well as the right to correct errors The Customer is entitled to make backup copies of the programs necessary for safe operation The backup copies must be marked as backup copies Copyright notes must not be deleted changed or suppressed The Custom
257. ts has been reached It is not possible to use InLoox PM Please check the licence key or refer to your system administrator Your InLoox PM installation is licensed for a specific number of workstations This number has been exceeded Please obtain a supplementary license for the required number of additional workstations TP For more information on InLoox PM licensing please see Read the InLoox PM license terms Errors in connection with reports Error message Solution The report template contains an error An expression used in the template is incorrect Please correct the report template Please check the report template with the help of the help documentation for the InLoox PM report designer The report contains no data The report template is empty Please update the template For more Empty reports cannot be created information please see the chapter Manage report templates and the Please edit the report template help documentation for the InLoox PM report designer No printer is installed A printer must be installed to put out a report Please install the driver Please install a printer to output jneeded by your printer For more information please have a look at reports the user manual for your printer Rate InLoox PM 1 On the InLoox PM tab in the Extras group click the Arrow below Help NOTE In Outlook 2003 2007 click the Arrow
258. ttachment to the project separately separately Relationship between correspondence and attachments is lost Customize and configure Change the language InLoox PM is a multilingual system The operating language adjusts automatically to the Region and Language Options in the Windows Control Panel The language can be changed manually during operation of InLoox PM at any time without the need to restart Please follow these steps to change the operating language Article content Outlook 2010 View Qutlook 2003 2007 View Outlook 2010 View e Click the File tab e Click InLoox PM e Click Change language e Select a language e g German English French Italian Spanish or Russian from the list InLoox PM changes the language of all dialog boxes and screens Outlook 2003 2007 View Please follow these steps to change the operating language 1 Click Tools in the InLoox PM Toolbar 2 Click Language 3 Select a language e g German English French Italian Spanish and Russian from the drop down list InLoox PM changes the language of all dialog boxes and screens 180 InLoox X Generate personalized views Organize sort and group projects e g by assigned responsibilities deadlines project type priority etc You can save the created project list view and open it again as soon as you use the project list again Article content Standard views included in InLoox PM Generate a pe
259. tween planning elements Em amp Assessment 21 09 2011 13 10 201 25 00 h ga Ee Media analysis 08 09 2011 29 09 201 25 00h Backward scheduling InLoox PM 7 offers you both planning directions forward scheduling and now also backward scheduling Now you can decide whether you want to develop your project plan from your current starting point or based on the desired project results Forward Scheduling Planned Start 02 09 201108 00 Backward Scheduling T For more information please see Backward scheduling 127 InLoox X m Skill management Enter the skills of your team members in the InLoox PM options As soon as you have created the respective skills in the InLoox PM options and you have assigned them to one or several resources you can search for the specific skills whenever you want to add a resource in the project General options A Permissions s Skills Mind Map 5 9 New Name Description Working times Notifications z Relational databases Experience in the ut Temolates OTP Expertise Atleast one year of Sals Delete English language skils Fluent inspoken ar More optons Trade fair experience Experience inthe m Documents Spanish language skilts Fluent inspoken ar 5 Budgets SPSS Statistics Experience in the u Reports CMS Experience Experience in the ut Outlook emails Experience as 8 project director Atleast one yearof oat j f hi l Fi k Custom fields r
260. two types are displayed on the project plan Gantt chart The dependency describes a consequence and chronological order between two elements in this chart Article content Types of dependencies Constraints Lags 67 InLoox X Types of dependencies In InLoox PM you can use the duration of planning elements different types of dependencies constraints and positive and negative lags You can modify the information in the planning by using the features in the Ribbon New Edit dialog box and in the Gantt chart InLoox PM automatically adjusts the schedule and displays information about the relationships between planning elements The type of dependency between activities defines how the activities are linked to each other InLoox PM provides you with the following dependency types Dependency Example Description End to Start The activity B begins after the activity A is finished E g the activity A is Prepare a presentation and the activity B is Hold a presentation In this case the Hold a presentation activity cannot begin until the Prepare a presentation activity is completed Start to Start The dependent activity B cannot begin until the activity A that it depends on is completed For example the activity A is Prepare texts for the web site and the activity B is Add screenshots However the Add screenshots activity begins when the Prepare texts for the web site activity b
261. ucture lt BASEPATH gt Customer1 201 1 001 Project 1 lt BASEPATH gt Customer1 201 1 002 Project 2 lt BASEPATH gt Customer2 201 1 003 Project 1 Select SharePoint Server site Base path Path to a SharePoint server site e g http companyweb or http www my sharepoint com site_int 96 InLoox X Document library rule Structure for creating SharePoint document libraries A fixed text may be input which causes all projects to use the same library or a rule see file server rule above Creating a separate SharePoint document library for each project has the advantage that the data access permissions can also be defined separately Subfolder rule optional Path name within a SharePoint document library If no text is input the master folder of the document library is assumed If only one SharePoint document library is to be used it is useful to apply a rule see File Server above since otherwise the documents from all projects would be copied to the same folder WARNING Effects of changing storage type base path or rules If no projects are yet on file changing these parameters has no effect New projects or projects for which no document folders exist are managed automatically according to the changed parameters Existing projects are managed with the existing document folder until the user changes this manually Create a subfolder In the InLoox PM options you can define which subfolder will be displayed
262. ure that San nolaist tan an activity does not start after a certain date An activity will be finished on or after a specified date Use this constraint to Podno Edrie Man ensure that an activity does not finish before a certain date An activity starts on or after a specified date Use this constraint to ensure that plane alicnnen an activity does not start before a certain date An activity starts on a specified date Sets the early and the late start date to the Start on date that you choose and anchors the activity in the schedule An activity will be finished on a specified date Sets the early and the late end Fnaon date to the date that you choose and anchors the activity in the schedule Backward scheduling Backward scheduling is a technique to calculate the project plan from the due date You can assign the work packages in a way that the entire project will be finished exactly to the due date In the backward scheduling a new planning element starts as late as possible This planning element which is the last one in the planning chain stays at the end of the project plan The idea of the backward scheduling is to determine the latest possible end date of this planning element to meet the planned due date The latest end and start date of each planning element in the project plan is consequently calculated Therefore the project plan is calculated until the latest possible date of
263. w to create a new mind map please see Create a mind map Structure your mind map by adding new nodes or editing the existing ones 47 InLoox X _ Article content Add a node Edit a node Add a node 1 Choose one of the following options to create a new node o On the Edit tab in the Node group click New Node o Right click on the Mind Maps area and click New Node in the context menu o Use the keyboard shortcut STRG N 2 Inthe Mind Maps area the new node will be displayed which is connected with the node that is currently selected New Node Media consulting 3 You can label the new node NOTE Create your mind map faster by adding new nodes by using Copy and Paste in the Node group Edit a node 1 Choose one of the following options to edit a node o Inthe Node group click Edit Node o Right click the mouse in the Mind Maps area and click Edit Node in the context menu 48 InLoox X Edit Node o ea i Standard Format amp Icon Resources Documents Custom gt Name a New Node ih 4 Description a S TmesNewR x 2 a A Y b juus s Dx W Stats a Progress o done Flag None x ZE 2 Inthe Edit Node dialog box on the Standard tab do the following o Rename the node by typing a new node name in the Name field o Enter additional information on the node in the Description field You can format the text as you want TP InLoox PM provides you with the range
264. wing E Saved Reports mE a Report List ame Edit Bericht Budget overview Rename Delete o Save a new report by clicking New Inthe Report Filter dialog box type a name and click OK n order to filter it click Edit in the Saved Reports dialog box In the Report dialog box filter the report data as you want and click Save Report The saved report is now displayed in the Report List in the Saved Reports dialog box TP For more information on how to filter a report see Filter report data o Change the saved report Choose one from the Report List and click Edit In the Report dialog box filter the report data as you want and click Save Report TP For more information on how to filter a report see Filter report data o Rename the saved report Choose one from the Report List and click Rename In the Report Filter dialog box type a new name and click OK Remove the saved report from the Report List by clicking Delete 5 Click Save to save the changes 140 InLoox X Manage the report templates You can customize the report templates as you want in the InLoox PM options InLoox PM provides you with such different templates like schedule budget overview plan actual comparison cross projects time sheets memos status report cover letter billing and offer templates From the first moment you have the right tool for your project daily routine TP For more information about report types see Re
265. x PM Ribbon Senden Empfangen Ordner Ansicht InLoox PM e Create a new project Click New Project in the New group to start a new project in InLoox PM e Delete project Remove the selected project with a click of the Delete button TIP Eor more information see Copy and delete projects e Copy paste and archive a project These buttons are in the Actions group Move a marked project via Archive to the InLoox PM archive TP For more information see the category Project archive e Categorize a project In order to assign a category to one project e g circular project or new business click Categorize in the Categories group and choose one category in the context menu TIPS e For more information see How to add further information in the status date area e You can save or edit a new project status type in the InLoox PM options See Change the project status for more information 16 InLoox X Change status You can also change the status or the degree of completion of the selected project in the project list Click Change Status and choose from the list the respective status e g started or completed TIPS e For more information see How to add further information in the status date area e You can save or edit a new project status type in the InLoox PM options See Change the project status for more information Change view types Choose between List and Bars view in the View Types group The list view displays a real ti
266. year combined with sequence number g Project 201 1 008 e g Projec e Rule Customer d 4 30 InLoox X components e Project 2011 fixed prefix with year e Sequence number maximum 3 digits with leading zeroes e Standard value Customer 2011 or Customer 2012 Sequence number Number of digits 3 Suffix none Sequence number with country code components e Sequence number maximum 5 digits with leading zeroes e Country code DE AT FR Prefix none Sequence number Number of digits 5 Suffix e Rule 4 w 2 e Standard value DE Simple sequence number e Sequence number maximum 6 digits with leading zeroes Prefix none Sequence number Number of digits 6 Suffix none Free format Prefix any text Sequence number none Suffix none WARNING Effects of changing the number format 31 InLoox xX Change the number format In the InLoox PM options in the area Project number you can define the format rules for project numbers Please note the possible effects when changing settings For more information see Customize the project number Article content Format rules Sample formats Format rules Character Data type and significance Any single character d COUNT Any numeric 0 9 with COUNT digits COUNT stands for any positive integer e g 5 w
267. your own please do not hesitate to contact our support service who can be reached online at http www inloox com support Article content Errors in connection with the database Errors in connection with licenses Errors in connection with reports Errors in connection with the database Error message Solution e Check that the network is accessible Error The InLoox PM database is not e Check whether the offline configuration if there is available any is correct Error on establishing link with the server e Contact your system administrator InLoox X You are using InLoox PM client version X X The InL PM ion is Y Y T CADAN The InLoox PM client version being used does not match the database version on the server Please update the Please ensure that you are using the InLoox PM client appropriate version of the product or contact your system administrator Errors in connection with licenses Error message Solution The license code input does not tally with version of InLoox PM being used The license code you have put in is for an earlier or later version of InLoox PM A licencing error has occurred Please check the licence key or refer to your system administrator The license key you have put in is not valid for the installed version of InLoox PM Please request a valid license key The maximum number of clien
268. ype in the InLoox PM options For more information see Change the project status o Print an archive view In the Current View group click Print to start the quick print feature of the archive view 152 InLoox X TIP For more information about printing see General features and print of the project list in the Print in the project list area o Refresh Via the Refresh button in the Current View group all changes will be updated and the view reloaded o Issue a report Optionally you can also issue a report on this view by clicking Reports in the Reports group TP For more information about reports see the category Reports Features in the archive overview The following features can be found in the project archive e Open a project Double click on one item in the list or right click on the item to open the context menu and choose Open from the list e Search the projects The search bar permits to find quickly any information also within a project You can also use filter feature TP For more information see Search and find projects Features in the context menu The context menu provides you with almost all basic features that are also on the InLoox PM Ribbon such as Restore projecit s Open Project Delete Project Refresh Copy and Paste It has also such features as Expand and Collapse All Groups Show Filter Right click in the list to open the context menu a Ta Restore project s Open Project X Delete Pr

InLoox PM 7

Contents

Download Pdf Manuals

Related Search

Related Contents